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
26
$7.22M 0.68%
47,405
+234
27
$7.02M 0.66%
35,052
-1,022
28
$6.86M 0.64%
62,038
-100
29
$6.8M 0.64%
38,840
-510
30
$6.77M 0.63%
13,694
-365
31
$6.68M 0.63%
83,768
-318
32
$6.28M 0.59%
14,940
+912
33
$6.03M 0.56%
456,130
+5,866
34
$5.5M 0.51%
54,153
-350
35
$5.45M 0.51%
43,383
-270
36
$5.4M 0.51%
9,291
+126
37
$5.36M 0.5%
26,154
-479
38
$5.14M 0.48%
25,032
-615
39
$5.13M 0.48%
20,520
-1,010
40
$5.08M 0.48%
53,528
+5,573
41
$4.91M 0.46%
387,320
-5,965
42
$4.9M 0.46%
6,294
+136
43
$4.83M 0.45%
15,215
-95
44
$4.36M 0.41%
20,240
-934
45
$4.16M 0.39%
18,210
-3,199
46
$4.15M 0.39%
19,944
-844
47
$4.08M 0.38%
355,326
+354,533
48
$4.06M 0.38%
8,440
+99
49
$4.05M 0.38%
356,531
-6,415
50
$4.03M 0.38%
24,758
+330
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