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
501
$111K 0.01%
991
+46
502
$111K 0.01%
1,430
+8
503
$111K 0.01%
1,508
+40
504
$110K 0.01%
1,611
+718
505
$110K 0.01%
901
-6
506
$109K 0.01%
6,773
+394
507
$109K 0.01%
5,543
+750
508
$109K 0.01%
674
-26
509
$109K 0.01%
3,034
-613
510
$108K 0.01%
967
-1
511
$108K 0.01%
3,443
+69
512
$108K 0.01%
3,980
513
$107K 0.01%
1,195
514
$107K 0.01%
3,538
+219
515
$107K 0.01%
690
+42
516
$107K 0.01%
+18,000
517
$106K 0.01%
3,751
+704
518
$106K 0.01%
202
+2
519
$105K 0.01%
2,433
-8
520
$105K 0.01%
1,213
521
$105K 0.01%
1,611
-473
522
$104K 0.01%
509
523
$104K 0.01%
2,777
+820
524
$104K 0.01%
1,170
+44
525
$104K 0.01%
804
-144
19 20
21
22 23