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
851
$41.4K ﹤0.01%
2,600
852
$41.4K ﹤0.01%
616
-109
853
$41.3K ﹤0.01%
150
+1
854
$41.2K ﹤0.01%
767
+423
855
$41.2K ﹤0.01%
102
+3
856
$41.1K ﹤0.01%
389
+119
857
$41K ﹤0.01%
298
-6
858
$41K ﹤0.01%
141
+21
859
$41K ﹤0.01%
287
860
$40.9K ﹤0.01%
7,609
+1,146
861
$40.9K ﹤0.01%
806
+117
862
$40.7K ﹤0.01%
210
+19
863
$40.5K ﹤0.01%
239
+5
864
$40.5K ﹤0.01%
394
-498
865
$40.3K ﹤0.01%
97
+6
866
$40.2K ﹤0.01%
245
+12
867
$40.2K ﹤0.01%
2,727
+194
868
$40K ﹤0.01%
145
+20
869
$40K ﹤0.01%
670
+26
870
$40K ﹤0.01%
4,016
871
$39.9K ﹤0.01%
611
-388
872
$39.9K ﹤0.01%
940
873
$39.9K ﹤0.01%
597
+273
874
$39.8K ﹤0.01%
3,335
+1,332
875
$39.8K ﹤0.01%
970
+58
33 34
35
36 37