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
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.18M
3
+$2.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$665K
3
+$658K
4
NKE icon
Nike
NKE
+$596K
5
ICE icon
Intercontinental Exchange
ICE
+$519K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.38%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$20K ﹤0.01%
+1,574
977
$20K ﹤0.01%
399
+95
978
$20K ﹤0.01%
575
+3
979
$20K ﹤0.01%
441
-368
980
$20K ﹤0.01%
5,392
+3,811
981
$20K ﹤0.01%
91
+19
982
$20K ﹤0.01%
684
+449
983
$20K ﹤0.01%
280
984
$20K ﹤0.01%
810
+46
985
$20K ﹤0.01%
381
+80
986
$20K ﹤0.01%
87
+59
987
$20K ﹤0.01%
300
988
$20K ﹤0.01%
100
+2
989
$20K ﹤0.01%
280
+216
990
$20K ﹤0.01%
112
+27
991
$20K ﹤0.01%
325
+240
992
$20K ﹤0.01%
255
+144
993
$20K ﹤0.01%
1,080
994
$19K ﹤0.01%
233
+71
995
$19K ﹤0.01%
295
996
$19K ﹤0.01%
161
+9
997
$19K ﹤0.01%
445
-149
998
$19K ﹤0.01%
239
+187
999
$19K ﹤0.01%
155
+132
1000
$19K ﹤0.01%
+300
38 39
40
41 42