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
51
$3.98M 0.37%
10,364
+1,003
52
$3.88M 0.36%
35,135
-422
53
$3.72M 0.35%
13,325
+311
54
$3.69M 0.35%
12,298
-100
55
$3.5M 0.33%
6,666
-292
56
$3.06M 0.29%
36,263
+520
57
$3.06M 0.29%
23,178
+111
58
$2.7M 0.25%
14,933
+384
59
$2.65M 0.25%
3,623
+546
60
$2.55M 0.24%
15,693
+1,058
61
$2.51M 0.23%
5,206
+374
62
$2.49M 0.23%
3,452
+9
63
$2.4M 0.22%
47,843
-131
64
$2.4M 0.22%
15,570
-1,522
65
$2.3M 0.22%
26,983
-417
66
$2.23M 0.21%
11,571
-1,154
67
$2.19M 0.2%
12,446
-1,300
68
$2.18M 0.2%
17,372
-1,003
69
$2.18M 0.2%
17,776
+493
70
$2.17M 0.2%
8,537
+70
71
$2.16M 0.2%
19,314
-1,014
72
$2.15M 0.2%
3,871
+478
73
$2.14M 0.2%
54,998
+6,175
74
$2.14M 0.2%
14,470
-255
75
$2.14M 0.2%
13,541
+609
1 2
3
4 5