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
751
$55.5K 0.01%
429
+29
752
$55.5K 0.01%
611
-224
753
$55.4K 0.01%
1,253
-6
754
$55.4K 0.01%
227
-8
755
$55.3K 0.01%
635
+7
756
$55.2K 0.01%
680
+32
757
$54.8K 0.01%
2,925
+1,406
758
$54.2K 0.01%
2,470
759
$54.1K 0.01%
5,400
760
$53.9K 0.01%
2,886
+357
761
$53.7K 0.01%
911
+41
762
$53.6K 0.01%
1,090
763
$53.6K 0.01%
1,651
-593
764
$53.4K 0.01%
1,995
765
$53.2K 0.01%
1,922
+369
766
$53K 0.01%
314
+42
767
$52.7K ﹤0.01%
4,000
+3,000
768
$52K ﹤0.01%
208
+2
769
$52K ﹤0.01%
82
+2
770
$51.9K ﹤0.01%
199
+63
771
$51.7K ﹤0.01%
427
+144
772
$51.6K ﹤0.01%
1,255
-265
773
$51.1K ﹤0.01%
438
+17
774
$50.8K ﹤0.01%
484
+53
775
$50.6K ﹤0.01%
119
+3
29 30
31
32 33