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
576
$87K 0.01%
931
577
$86.9K 0.01%
+1,400
578
$86.5K 0.01%
138
+21
579
$86.4K 0.01%
3,519
+171
580
$86.1K 0.01%
800
581
$86.1K 0.01%
639
582
$85.8K 0.01%
364
-19
583
$85.6K 0.01%
1,583
+25
584
$85.6K 0.01%
+1,940
585
$85.1K 0.01%
32,862
+1,032
586
$85.1K 0.01%
2,539
+76
587
$84.9K 0.01%
4,628
-44,132
588
$84.8K 0.01%
986
+29
589
$84.8K 0.01%
4,240
+636
590
$84.4K 0.01%
2,210
+573
591
$84.2K 0.01%
1,188
+286
592
$84.1K 0.01%
577
+21
593
$83.8K 0.01%
1,140
-639
594
$83.5K 0.01%
9,269
+871
595
$83.5K 0.01%
426
+50
596
$83.2K 0.01%
7,433
+397
597
$82.3K 0.01%
3,735
598
$82.2K 0.01%
4,118
+632
599
$81.8K 0.01%
1,929
+413
600
$81.4K 0.01%
1,622
-1,450
22 23
24
25 26