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
76
$2.1M 0.2%
5,736
+196
77
$2.09M 0.2%
71,630
+787
78
$2.02M 0.19%
53,195
+1,295
79
$1.96M 0.18%
124,403
-1,514
80
$1.91M 0.18%
10,483
+689
81
$1.85M 0.17%
1,902
+32
82
$1.84M 0.17%
21,838
+170
83
$1.82M 0.17%
30,277
+1,738
84
$1.81M 0.17%
6,008
-79
85
$1.79M 0.17%
2,562
+109
86
$1.74M 0.16%
3,457
-38
87
$1.74M 0.16%
2,869
+65
88
$1.74M 0.16%
62,740
+1,502
89
$1.72M 0.16%
9,872
+476
90
$1.68M 0.16%
33,612
+437
91
$1.63M 0.15%
20,333
-30
92
$1.62M 0.15%
38,919
-1,520
93
$1.62M 0.15%
16,575
+1,295
94
$1.55M 0.14%
5,483
-265
95
$1.55M 0.14%
25,262
+355
96
$1.5M 0.14%
10,997
+822
97
$1.48M 0.14%
34,076
-2,067
98
$1.42M 0.13%
8,789
+647
99
$1.37M 0.13%
78,181
-2,481
100
$1.37M 0.13%
36,881
+445
2 3
4
5 6