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
526
$104K 0.01%
900
527
$103K 0.01%
8,449
-2,127
528
$103K 0.01%
701
+38
529
$103K 0.01%
615
-7
530
$103K 0.01%
769
+9
531
$103K 0.01%
771
-8
532
$102K 0.01%
743
+56
533
$102K 0.01%
526
+118
534
$101K 0.01%
606
-5
535
$101K 0.01%
4,539
+240
536
$101K 0.01%
22,810
+1,069
537
$100K 0.01%
3,510
-1,127
538
$100K 0.01%
15,629
+916
539
$100K 0.01%
289
+28
540
$98.9K 0.01%
2,270
541
$97.6K 0.01%
4,290
542
$97.5K 0.01%
14,333
+855
543
$97.2K 0.01%
2,022
+22
544
$97.2K 0.01%
13,500
+6,000
545
$96.4K 0.01%
157
+8
546
$95.9K 0.01%
3,880
+101
547
$95.6K 0.01%
6,062
+178
548
$95.5K 0.01%
4,000
549
$95.5K 0.01%
5,650
550
$94.8K 0.01%
1,797
+165
20 21
22
23 24