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
1151
$22.4K ﹤0.01%
982
1152
$22.4K ﹤0.01%
219
+99
1153
$22.4K ﹤0.01%
407
+16
1154
$22.4K ﹤0.01%
45
1155
$22.2K ﹤0.01%
650
+145
1156
$22.2K ﹤0.01%
1,075
+141
1157
$22.1K ﹤0.01%
979
+10
1158
$22.1K ﹤0.01%
120
+3
1159
$22K ﹤0.01%
3,737
1160
$22K ﹤0.01%
235
1161
$22K ﹤0.01%
4,110
+51
1162
$22K ﹤0.01%
406
-563
1163
$22K ﹤0.01%
214
+51
1164
$21.9K ﹤0.01%
101
1165
$21.9K ﹤0.01%
701
-62
1166
$21.9K ﹤0.01%
1,453
+11
1167
$21.8K ﹤0.01%
2,808
+2,018
1168
$21.8K ﹤0.01%
320
-8
1169
$21.8K ﹤0.01%
105
1170
$21.8K ﹤0.01%
187
-53
1171
$21.7K ﹤0.01%
1,911
1172
$21.7K ﹤0.01%
249
+5
1173
$21.7K ﹤0.01%
2,670
+603
1174
$21.6K ﹤0.01%
3,424
+936
1175
$21.5K ﹤0.01%
749
+133