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
951
$33.9K ﹤0.01%
+602
952
$33.8K ﹤0.01%
17,586
+7,657
953
$33.7K ﹤0.01%
928
+67
954
$33.6K ﹤0.01%
767
+21
955
$33.5K ﹤0.01%
10,695
+819
956
$33.5K ﹤0.01%
387
-1,818
957
$33.3K ﹤0.01%
253
+127
958
$33.3K ﹤0.01%
351
+9
959
$33.2K ﹤0.01%
374
+178
960
$33.1K ﹤0.01%
5,242
+101
961
$33.1K ﹤0.01%
264
+73
962
$33.1K ﹤0.01%
230
-34
963
$33.1K ﹤0.01%
77
964
$33K ﹤0.01%
488
+122
965
$33K ﹤0.01%
721
+233
966
$32.9K ﹤0.01%
1,101
-210
967
$32.9K ﹤0.01%
633
+473
968
$32.8K ﹤0.01%
1,251
+114
969
$32.7K ﹤0.01%
425
+31
970
$32.7K ﹤0.01%
240
+12
971
$32.4K ﹤0.01%
514
-202
972
$32.4K ﹤0.01%
1,879
+5
973
$32.4K ﹤0.01%
207
974
$32.3K ﹤0.01%
1,606
+263
975
$32.3K ﹤0.01%
201
+100