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
651
$71.5K 0.01%
4,501
+107
652
$71.4K 0.01%
1,698
+355
653
$71.1K 0.01%
517
+2
654
$70.6K 0.01%
790
+1
655
$70.4K 0.01%
221
+3
656
$70.3K 0.01%
3,393
+1,199
657
$70.2K 0.01%
483
-135
658
$70.1K 0.01%
8,554
+3,652
659
$70K 0.01%
684
-229
660
$69.8K 0.01%
380
-3
661
$69.7K 0.01%
424
662
$69.7K 0.01%
1,876
+7
663
$69.4K 0.01%
677
-359
664
$68.8K 0.01%
3,936
+120
665
$68.3K 0.01%
981
+141
666
$68.1K 0.01%
1,318
-2,576
667
$67.9K 0.01%
+1,500
668
$67.9K 0.01%
964
+43
669
$67.8K 0.01%
818
+128
670
$67.8K 0.01%
1,083
-140
671
$67.5K 0.01%
1,450
-400
672
$67.2K 0.01%
1,007
-652
673
$66.5K 0.01%
1,402
+31
674
$66.4K 0.01%
508
675
$66K 0.01%
2,364
+24
25 26
27
28 29