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
701
$61.4K 0.01%
+46,183
702
$61.3K 0.01%
187
+60
703
$61.1K 0.01%
2,215
+132
704
$61K 0.01%
4,395
+330
705
$61K 0.01%
15,337
+2,456
706
$61K 0.01%
1,749
+1,397
707
$61K 0.01%
303
708
$60.9K 0.01%
40
+3
709
$60.8K 0.01%
807
+52
710
$60.6K 0.01%
876
+83
711
$60.3K 0.01%
7,000
712
$60.3K 0.01%
5,563
+5,074
713
$60.2K 0.01%
820
714
$60.1K 0.01%
457
+178
715
$59.9K 0.01%
1,617
+86
716
$59.4K 0.01%
6,282
+986
717
$59.3K 0.01%
683
718
$59.1K 0.01%
5,205
719
$59K 0.01%
597
720
$58.8K 0.01%
1,581
-553
721
$58.6K 0.01%
1,647
-58
722
$58.5K 0.01%
788
723
$58.1K 0.01%
4,481
-1,707
724
$57.9K 0.01%
1,998
+519
725
$57.9K 0.01%
3,000
27 28
29
30 31