LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
926
$35.3K ﹤0.01%
616
-252
927
$35.3K ﹤0.01%
236
-133
928
$35.3K ﹤0.01%
690
+14
929
$35.2K ﹤0.01%
208
930
$35.2K ﹤0.01%
4,744
+1,425
931
$35.1K ﹤0.01%
475
-149
932
$35.1K ﹤0.01%
273
+8
933
$35.1K ﹤0.01%
244
-50
934
$35K ﹤0.01%
473
-35
935
$34.9K ﹤0.01%
1,274
+300
936
$34.7K ﹤0.01%
563
+5
937
$34.7K ﹤0.01%
936
+199
938
$34.6K ﹤0.01%
2,000
939
$34.6K ﹤0.01%
275
-134
940
$34.5K ﹤0.01%
572
-29
941
$34.5K ﹤0.01%
1,268
+133
942
$34.5K ﹤0.01%
290
+56
943
$34.4K ﹤0.01%
5,477
+37
944
$34.2K ﹤0.01%
953
+65
945
$34.2K ﹤0.01%
559
-203
946
$34.1K ﹤0.01%
624
947
$34K ﹤0.01%
2,711
+714
948
$34K ﹤0.01%
7,225
+3,819
949
$33.9K ﹤0.01%
101
-22
950
$33.9K ﹤0.01%
361
+1
36 37
38
39 40