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
426
$149K 0.01%
1,320
+1
427
$148K 0.01%
1,154
+19
428
$147K 0.01%
1,122
-205
429
$147K 0.01%
1,308
+102
430
$147K 0.01%
4,150
431
$146K 0.01%
1,791
+1,128
432
$146K 0.01%
1,796
+36
433
$145K 0.01%
924
+24
434
$144K 0.01%
142
+2
435
$144K 0.01%
1,050
436
$144K 0.01%
1,371
+35
437
$142K 0.01%
6,846
-105
438
$141K 0.01%
4,746
-700
439
$141K 0.01%
4,600
440
$141K 0.01%
630
441
$141K 0.01%
902
+11
442
$140K 0.01%
1,796
+10
443
$140K 0.01%
908
444
$139K 0.01%
1,781
+19
445
$139K 0.01%
3,534
-260
446
$139K 0.01%
1,935
-657
447
$138K 0.01%
3,154
+323
448
$138K 0.01%
3,185
-9
449
$138K 0.01%
4,845
450
$138K 0.01%
1,030
+25
16 17
18
19 20