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
1051
$27.4K ﹤0.01%
798
+10
1052
$27.4K ﹤0.01%
1,000
1053
$27.4K ﹤0.01%
1,069
-5
1054
$27.4K ﹤0.01%
314
-71
1055
$27.4K ﹤0.01%
3,801
+165
1056
$27.4K ﹤0.01%
8,556
+1,664
1057
$27.4K ﹤0.01%
278
+132
1058
$27.3K ﹤0.01%
143
+8
1059
$27.2K ﹤0.01%
219
+12
1060
$27K ﹤0.01%
5,351
-330
1061
$26.9K ﹤0.01%
1,398
1062
$26.9K ﹤0.01%
12,501
1063
$26.9K ﹤0.01%
427
+1
1064
$26.9K ﹤0.01%
388
1065
$26.8K ﹤0.01%
583
1066
$26.8K ﹤0.01%
359
+31
1067
$26.8K ﹤0.01%
966
1068
$26.7K ﹤0.01%
2,083
-431
1069
$26.5K ﹤0.01%
470
+208
1070
$26.5K ﹤0.01%
195
+2
1071
$26.5K ﹤0.01%
1,494
+199
1072
$26.5K ﹤0.01%
1,287
1073
$26.5K ﹤0.01%
250
1074
$26.4K ﹤0.01%
658
1075
$26.4K ﹤0.01%
200
41 42
43
44 45