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
1026
$29K ﹤0.01%
173
+11
1027
$29K ﹤0.01%
581
+206
1028
$28.9K ﹤0.01%
353
+278
1029
$28.8K ﹤0.01%
242
+58
1030
$28.8K ﹤0.01%
199
-5
1031
$28.7K ﹤0.01%
1,208
+538
1032
$28.6K ﹤0.01%
734
-66
1033
$28.5K ﹤0.01%
781
1034
$28.5K ﹤0.01%
616
-3
1035
$28.5K ﹤0.01%
2,591
+512
1036
$28.4K ﹤0.01%
2,820
+201
1037
$28.3K ﹤0.01%
609
-99
1038
$28.3K ﹤0.01%
165
-27
1039
$28.2K ﹤0.01%
71
-34
1040
$28.2K ﹤0.01%
413
+2
1041
$28.2K ﹤0.01%
594
+98
1042
$28.1K ﹤0.01%
573
-14
1043
$27.9K ﹤0.01%
303
+82
1044
$27.8K ﹤0.01%
327
+11
1045
$27.8K ﹤0.01%
17
-3
1046
$27.8K ﹤0.01%
85
-45
1047
$27.8K ﹤0.01%
374
1048
$27.6K ﹤0.01%
370
1049
$27.5K ﹤0.01%
3,555
+316
1050
$27.5K ﹤0.01%
134
+12
40 41
42
43 44