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
451
$137K 0.01%
11,481
+857
452
$136K 0.01%
1,350
+860
453
$136K 0.01%
508
+11
454
$135K 0.01%
887
-9
455
$134K 0.01%
101
+1
456
$134K 0.01%
3,706
+1,056
457
$133K 0.01%
2,482
-1,145
458
$133K 0.01%
1,135
-289
459
$133K 0.01%
1,318
+54
460
$132K 0.01%
322
+103
461
$132K 0.01%
6,162
+11
462
$132K 0.01%
2,164
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463
$131K 0.01%
1,251
+8
464
$131K 0.01%
539
+36
465
$130K 0.01%
2,478
466
$130K 0.01%
1,005
+21
467
$130K 0.01%
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-1,494
468
$129K 0.01%
2,701
469
$129K 0.01%
1,337
+113
470
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3,000
471
$128K 0.01%
968
-29
472
$128K 0.01%
1,052
+42
473
$128K 0.01%
243
-9
474
$127K 0.01%
966
+25
475
$125K 0.01%
2,086
-188
17 18
19
20 21