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
+$8.03M
2
+$4.75M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M

Top Sells

1
+$15.8M
2
+$3.72M
3
+$2.93M
4
AVGO icon
Broadcom
AVGO
+$2.69M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.89M

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
1001
$30.4K ﹤0.01%
154
1002
$30.4K ﹤0.01%
926
+15
1003
$30.4K ﹤0.01%
669
+54
1004
$30.3K ﹤0.01%
613
+10
1005
$30.3K ﹤0.01%
134
-1
1006
$30.3K ﹤0.01%
1,020
1007
$30.3K ﹤0.01%
1,848
1008
$30.2K ﹤0.01%
495
-114
1009
$30.1K ﹤0.01%
218
+9
1010
$29.8K ﹤0.01%
456
+65
1011
$29.8K ﹤0.01%
656
1012
$29.7K ﹤0.01%
1,600
-94
1013
$29.6K ﹤0.01%
460
-171
1014
$29.6K ﹤0.01%
518
-73
1015
$29.6K ﹤0.01%
1,246
-356
1016
$29.4K ﹤0.01%
290
1017
$29.3K ﹤0.01%
823
+21
1018
$29.3K ﹤0.01%
2,623
+500
1019
$29.3K ﹤0.01%
50
+5
1020
$29.2K ﹤0.01%
342
+1
1021
$29.2K ﹤0.01%
434
1022
$29.1K ﹤0.01%
422
+143
1023
$29.1K ﹤0.01%
151
-3
1024
$29K ﹤0.01%
1,489
1025
$29K ﹤0.01%
392
+56
39 40
41
42 43