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
676
$65.8K 0.01%
4,715
+185
677
$65.7K 0.01%
4,673
+2,584
678
$64.7K 0.01%
812
+174
679
$64.6K 0.01%
3,310
-64
680
$64.6K 0.01%
+18,236
681
$64.5K 0.01%
1,643
-57
682
$64.3K 0.01%
1,198
+528
683
$64K 0.01%
1,179
+208
684
$64K 0.01%
1,112
-78
685
$63.9K 0.01%
4,023
686
$63.9K 0.01%
5,829
-590
687
$63.6K 0.01%
929
+35
688
$63.4K 0.01%
3,713
+612
689
$63.4K 0.01%
1,500
690
$63.1K 0.01%
2,336
-325
691
$63.1K 0.01%
217
-118
692
$62.9K 0.01%
1,043
-29
693
$62.7K 0.01%
1,542
-380
694
$62.6K 0.01%
2,506
+42
695
$62.6K 0.01%
749
-928
696
$62.5K 0.01%
2,883
+290
697
$62.2K 0.01%
776
+25
698
$62K 0.01%
198
+26
699
$61.6K 0.01%
7,974
+89
700
$61.5K 0.01%
+30,000
26 27
28
29 30