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
876
$39.7K ﹤0.01%
568
+10
877
$39.7K ﹤0.01%
350
878
$39.7K ﹤0.01%
167
879
$39.6K ﹤0.01%
1,540
880
$39.6K ﹤0.01%
1,439
-61
881
$39.5K ﹤0.01%
2,100
+262
882
$39.5K ﹤0.01%
440
-20
883
$39.4K ﹤0.01%
133
-11
884
$39.2K ﹤0.01%
2,648
+35
885
$39.2K ﹤0.01%
2,000
886
$39.2K ﹤0.01%
4,800
+504
887
$39.2K ﹤0.01%
667
888
$39.1K ﹤0.01%
1,034
889
$39K ﹤0.01%
3,559
-348
890
$39K ﹤0.01%
3,220
+992
891
$38.8K ﹤0.01%
2,419
892
$38.5K ﹤0.01%
2,150
+453
893
$38.4K ﹤0.01%
1,520
894
$38.3K ﹤0.01%
382
-40
895
$38.2K ﹤0.01%
1,004
896
$38.1K ﹤0.01%
291
+16
897
$38K ﹤0.01%
344
-45
898
$38K ﹤0.01%
+375
899
$37.8K ﹤0.01%
755
+5
900
$37.7K ﹤0.01%
800
+7
34 35
36
37 38