LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

Sector Composition

1 Technology 15.66%
2 Financials 13.81%
3 Healthcare 6.79%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$165K 0.02%
9,313
+483
402
$164K 0.02%
1,731
+60
403
$164K 0.02%
5,628
-5,688
404
$164K 0.02%
2,134
-398
405
$162K 0.02%
20
406
$161K 0.02%
4,319
+449
407
$161K 0.02%
481
+1
408
$160K 0.02%
2,518
-146
409
$160K 0.02%
1,649
+82
410
$159K 0.01%
2,440
-438
411
$159K 0.01%
7,000
+3,600
412
$159K 0.01%
583
+13
413
$159K 0.01%
2,674
+66
414
$158K 0.01%
+2,771
415
$157K 0.01%
1,475
+84
416
$156K 0.01%
270
417
$155K 0.01%
3,622
+568
418
$155K 0.01%
2,912
+1,742
419
$154K 0.01%
12,986
+1,100
420
$153K 0.01%
3,905
-14
421
$151K 0.01%
3,392
+11
422
$151K 0.01%
1,045
+42
423
$150K 0.01%
5,621
+76
424
$149K 0.01%
2,316
425
$149K 0.01%
30,805
-3,632
15 16
17
18 19