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
601
$81.4K 0.01%
445
+21
602
$81.2K 0.01%
65
+5
603
$81K 0.01%
4,187
+81
604
$80.9K 0.01%
+2,000
605
$80.8K 0.01%
810
+16
606
$80.8K 0.01%
2,452
-568
607
$80.6K 0.01%
2,828
+959
608
$80.2K 0.01%
599
+26
609
$80.1K 0.01%
1,379
610
$79K 0.01%
888
+28
611
$78.9K 0.01%
473
+10
612
$78.7K 0.01%
960
+15
613
$78.6K 0.01%
752
-30
614
$78.6K 0.01%
1,658
+118
615
$78.5K 0.01%
1,599
-21
616
$78.3K 0.01%
2,150
+582
617
$78.3K 0.01%
953
+90
618
$78.2K 0.01%
6,843
+154
619
$78.2K 0.01%
4,000
620
$78.1K 0.01%
2,312
+84
621
$77.9K 0.01%
115
+6
622
$77.8K 0.01%
226
+5
623
$77.6K 0.01%
197
+37
624
$77.3K 0.01%
2,230
+7
625
$76.8K 0.01%
793
-155
23 24
25
26 27