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
1076
$26.3K ﹤0.01%
1,317
1077
$26.2K ﹤0.01%
464
+167
1078
$26.2K ﹤0.01%
300
1079
$26.1K ﹤0.01%
1,889
1080
$26.1K ﹤0.01%
314
+9
1081
$26K ﹤0.01%
1,591
-6,601
1082
$25.7K ﹤0.01%
1,596
-17
1083
$25.6K ﹤0.01%
5,971
-1,452
1084
$25.5K ﹤0.01%
1,227
1085
$25.5K ﹤0.01%
728
-31
1086
$25.5K ﹤0.01%
113
1087
$25.5K ﹤0.01%
200
+3
1088
$25.4K ﹤0.01%
1,057
1089
$25.4K ﹤0.01%
890
+9
1090
$25.4K ﹤0.01%
426
+97
1091
$25.3K ﹤0.01%
3,618
+85
1092
$25.3K ﹤0.01%
100
+1
1093
$25.2K ﹤0.01%
392
+69
1094
$25.2K ﹤0.01%
9,156
+625
1095
$25.2K ﹤0.01%
654
1096
$25.1K ﹤0.01%
1,122
1097
$25.1K ﹤0.01%
64
+6
1098
$25K ﹤0.01%
727
-141
1099
$25K ﹤0.01%
265
1100
$24.7K ﹤0.01%
1,359
-162