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
726
$57.8K 0.01%
2,344
+485
727
$57.8K 0.01%
916
+14
728
$57.6K 0.01%
392
729
$57.6K 0.01%
439
730
$57.5K 0.01%
1,115
+303
731
$57.5K 0.01%
310
+15
732
$57.3K 0.01%
8,000
+3,596
733
$57.2K 0.01%
787
-84
734
$57.2K 0.01%
2,087
-709
735
$57K 0.01%
698
+129
736
$56.9K 0.01%
883
+115
737
$56.7K 0.01%
1,466
-56
738
$56.5K 0.01%
271
+38
739
$56.3K 0.01%
1,229
+69
740
$56.2K 0.01%
6,617
-763
741
$56.2K 0.01%
6,433
-3,455
742
$56.1K 0.01%
+1,000
743
$56K 0.01%
314
+9
744
$56K 0.01%
433
+18
745
$55.9K 0.01%
2,270
-60
746
$55.9K 0.01%
1,821
-975
747
$55.8K 0.01%
1,412
-1,186
748
$55.7K 0.01%
294
749
$55.7K 0.01%
2,073
750
$55.6K 0.01%
670
+18
28 29
30
31 32