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
1101
$24.7K ﹤0.01%
513
1102
$24.7K ﹤0.01%
199
1103
$24.7K ﹤0.01%
803
-9
1104
$24.5K ﹤0.01%
293
1105
$24.5K ﹤0.01%
343
+3
1106
$24.5K ﹤0.01%
1,156
-161
1107
$24.4K ﹤0.01%
734
1108
$24.3K ﹤0.01%
+899
1109
$24.3K ﹤0.01%
744
1110
$24.2K ﹤0.01%
1,238
-236
1111
$24.1K ﹤0.01%
474
+21
1112
$24K ﹤0.01%
260
1113
$24K ﹤0.01%
2,386
-525
1114
$23.9K ﹤0.01%
627
1115
$23.9K ﹤0.01%
3,116
-72
1116
$23.9K ﹤0.01%
724
+52
1117
$23.8K ﹤0.01%
404
+34
1118
$23.8K ﹤0.01%
545
-512
1119
$23.8K ﹤0.01%
620
+8
1120
$23.7K ﹤0.01%
1,163
1121
$23.7K ﹤0.01%
615
1122
$23.7K ﹤0.01%
3,000
1123
$23.7K ﹤0.01%
310
1124
$23.7K ﹤0.01%
747
+265
1125
$23.6K ﹤0.01%
680
-162
43 44
45
46 47