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
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.18M
3
+$2.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$665K
3
+$658K
4
NKE icon
Nike
NKE
+$596K
5
ICE icon
Intercontinental Exchange
ICE
+$519K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.38%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$34K 0.01%
1,144
777
$34K 0.01%
1,066
+12
778
$34K 0.01%
504
+132
779
$34K 0.01%
1,020
+277
780
$34K 0.01%
461
-41
781
$34K 0.01%
781
+493
782
$34K 0.01%
2,477
783
$34K 0.01%
790
+35
784
$34K 0.01%
1,377
785
$34K 0.01%
378
-330
786
$34K 0.01%
403
+94
787
$34K 0.01%
784
-406
788
$34K 0.01%
169
-22
789
$34K 0.01%
5,619
-104
790
$34K 0.01%
1,009
+14
791
$33K 0.01%
674
-36
792
$33K 0.01%
4,078
-997
793
$33K 0.01%
1,423
794
$33K 0.01%
2,076
+1
795
$33K 0.01%
468
-57
796
$33K 0.01%
1,069
+37
797
$33K 0.01%
2,077
+985
798
$32K 0.01%
1,104
+11
799
$32K 0.01%
668
+241
800
$32K 0.01%
740
+6
30 31
32
33 34