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
776
$50.5K ﹤0.01%
2,575
-2,984
777
$50.1K ﹤0.01%
2,468
778
$49.9K ﹤0.01%
414
+35
779
$49.8K ﹤0.01%
823
-109
780
$49.8K ﹤0.01%
215
+89
781
$49.5K ﹤0.01%
9,540
+2,065
782
$49.2K ﹤0.01%
3,022
+53
783
$49.1K ﹤0.01%
3,729
784
$48.8K ﹤0.01%
1,317
-272
785
$48.8K ﹤0.01%
462
+23
786
$48.3K ﹤0.01%
476
+24
787
$48.1K ﹤0.01%
25,308
+287
788
$48K ﹤0.01%
188
789
$48K ﹤0.01%
249
+12
790
$47.9K ﹤0.01%
347
+14
791
$47.7K ﹤0.01%
280
-80
792
$47.7K ﹤0.01%
453
-72
793
$47.6K ﹤0.01%
706
+49
794
$47.5K ﹤0.01%
390
+9
795
$47.5K ﹤0.01%
455
+5
796
$47.1K ﹤0.01%
512
+85
797
$46.8K ﹤0.01%
1,144
798
$46.8K ﹤0.01%
300
799
$46.5K ﹤0.01%
824
-111
800
$46.4K ﹤0.01%
1,567
+119
30 31
32
33 34