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
826
$43.7K ﹤0.01%
289
+1
827
$43.7K ﹤0.01%
328
-87
828
$43.5K ﹤0.01%
2,758
-92
829
$43.5K ﹤0.01%
555
-56
830
$43.4K ﹤0.01%
511
+33
831
$43K ﹤0.01%
6,824
+81
832
$42.9K ﹤0.01%
381
833
$42.7K ﹤0.01%
1,647
+627
834
$42.6K ﹤0.01%
485
+102
835
$42.5K ﹤0.01%
724
+214
836
$42.5K ﹤0.01%
887
-6,887
837
$42.4K ﹤0.01%
289
838
$42.4K ﹤0.01%
105
839
$42.3K ﹤0.01%
182
+6
840
$42.1K ﹤0.01%
2,000
+1,000
841
$41.8K ﹤0.01%
494
+6
842
$41.7K ﹤0.01%
1,120
-266
843
$41.7K ﹤0.01%
1,378
+50
844
$41.7K ﹤0.01%
558
+85
845
$41.6K ﹤0.01%
209
+8
846
$41.6K ﹤0.01%
524
+35
847
$41.6K ﹤0.01%
951
+35
848
$41.5K ﹤0.01%
1,140
+161
849
$41.5K ﹤0.01%
1,109
+55
850
$41.5K ﹤0.01%
1,299
32 33
34
35 36