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
551
$94.7K 0.01%
1,368
+31
552
$94.4K 0.01%
2,611
553
$93.8K 0.01%
237
+2
554
$93.7K 0.01%
1,816
555
$92.6K 0.01%
515
+17
556
$92.5K 0.01%
307
+9
557
$92.4K 0.01%
+38,486
558
$92K 0.01%
1,183
559
$91.7K 0.01%
288
-47
560
$91.6K 0.01%
2,806
+58
561
$91.5K 0.01%
1,160
+45
562
$91.5K 0.01%
255
+8
563
$91.1K 0.01%
417
+63
564
$90.2K 0.01%
1,460
-1
565
$89.4K 0.01%
756
566
$89.4K 0.01%
864
-179
567
$88.8K 0.01%
410
-60
568
$88.8K 0.01%
748
+17
569
$88.7K 0.01%
960
+98
570
$88.6K 0.01%
610
+9
571
$88.6K 0.01%
14,637
572
$88.5K 0.01%
1,554
-12
573
$88K 0.01%
2,979
574
$87.5K 0.01%
940
+4
575
$87.2K 0.01%
183
+6
21 22
23
24 25