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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
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.49M
3
+$3.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M

Top Sells

1
+$1.03M
2
+$772K
3
+$728K
4
KMI icon
Kinder Morgan
KMI
+$708K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$594K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.39%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$14K ﹤0.01%
1,055
+155
1177
$14K ﹤0.01%
405
-119
1178
$14K ﹤0.01%
114
+113
1179
$14K ﹤0.01%
820
+462
1180
$14K ﹤0.01%
414
-112
1181
$14K ﹤0.01%
294
+250
1182
$14K ﹤0.01%
706
+672
1183
$14K ﹤0.01%
330
+12
1184
$14K ﹤0.01%
4,773
+1,969
1185
$14K ﹤0.01%
629
+24
1186
$14K ﹤0.01%
211
+163
1187
$14K ﹤0.01%
154
-129
1188
$13K ﹤0.01%
79
-17
1189
$13K ﹤0.01%
864
+6
1190
$13K ﹤0.01%
129
+25
1191
$13K ﹤0.01%
385
-40
1192
$13K ﹤0.01%
269
+256
1193
$13K ﹤0.01%
192
+2
1194
$13K ﹤0.01%
142
+8
1195
$13K ﹤0.01%
318
+145
1196
$13K ﹤0.01%
116
+17
1197
$13K ﹤0.01%
125
-2
1198
$13K ﹤0.01%
637
+75
1199
$13K ﹤0.01%
266
-48
1200
$13K ﹤0.01%
209
46 47
48
49 50