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
1126
$23.6K ﹤0.01%
1,128
+504
1127
$23.6K ﹤0.01%
519
+16
1128
$23.5K ﹤0.01%
1,216
+1,060
1129
$23.5K ﹤0.01%
526
1130
$23.5K ﹤0.01%
959
+70
1131
$23.4K ﹤0.01%
203
-22
1132
$23.4K ﹤0.01%
132
+19
1133
$23.4K ﹤0.01%
212
1134
$23.3K ﹤0.01%
111
+7
1135
$23.2K ﹤0.01%
317
1136
$23.1K ﹤0.01%
546
1137
$23K ﹤0.01%
3,156
-717
1138
$23K ﹤0.01%
392
+226
1139
$23K ﹤0.01%
347
-33
1140
$23K ﹤0.01%
203
1141
$22.9K ﹤0.01%
324
1142
$22.9K ﹤0.01%
724
1143
$22.8K ﹤0.01%
233
-71
1144
$22.7K ﹤0.01%
15
-5
1145
$22.6K ﹤0.01%
1,248
+96
1146
$22.6K ﹤0.01%
297
+99
1147
$22.6K ﹤0.01%
1,198
-92
1148
$22.5K ﹤0.01%
5,751
+89
1149
$22.5K ﹤0.01%
100
+7
1150
$22.4K ﹤0.01%
487
-2,543