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
626
$76.7K 0.01%
2,338
627
$76.7K 0.01%
446
+25
628
$76.2K 0.01%
247
+7
629
$75.4K 0.01%
2,704
+389
630
$75.3K 0.01%
633
+9
631
$75.2K 0.01%
535
+14
632
$75.1K 0.01%
2,079
+108
633
$75K 0.01%
607
+47
634
$74.9K 0.01%
472
+10
635
$74.8K 0.01%
365
+3
636
$74.6K 0.01%
213
+5
637
$74.5K 0.01%
777
638
$74.4K 0.01%
1,184
-1,009
639
$74.2K 0.01%
1,767
640
$74K 0.01%
1,379
-218
641
$73.8K 0.01%
721
642
$73.6K 0.01%
1,624
643
$73.4K 0.01%
964
+86
644
$73.4K 0.01%
278
+73
645
$72.9K 0.01%
2,400
-11
646
$72.5K 0.01%
2,287
-159
647
$72.5K 0.01%
944
+134
648
$72.3K 0.01%
868
+57
649
$72.1K 0.01%
1,364
-6
650
$72.1K 0.01%
484
+18
24 25
26
27 28