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
476
$124K 0.01%
501
+10
477
$123K 0.01%
3,344
-3
478
$123K 0.01%
4,421
-100
479
$121K 0.01%
1,409
-80
480
$121K 0.01%
3,127
-154
481
$120K 0.01%
931
-494
482
$120K 0.01%
2,295
+225
483
$120K 0.01%
3,251
+63
484
$120K 0.01%
621
485
$120K 0.01%
5,325
-138
486
$120K 0.01%
6,079
+50
487
$120K 0.01%
825
-187
488
$119K 0.01%
1,825
+13
489
$117K 0.01%
2,896
+362
490
$117K 0.01%
1,250
491
$117K 0.01%
431
+50
492
$117K 0.01%
901
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493
$117K 0.01%
541
494
$115K 0.01%
1,285
+47
495
$115K 0.01%
3,012
+126
496
$115K 0.01%
3,761
-6
497
$113K 0.01%
425
+25
498
$112K 0.01%
410
-100
499
$111K 0.01%
7,966
-165
500
$111K 0.01%
792
+69
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