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
1176
$21.5K ﹤0.01%
719
+2
1177
$21.5K ﹤0.01%
139
1178
$21.5K ﹤0.01%
79
+5
1179
$21.4K ﹤0.01%
375
+65
1180
$21.3K ﹤0.01%
236
1181
$21.1K ﹤0.01%
306
+41
1182
$21.1K ﹤0.01%
931
-500
1183
$21K ﹤0.01%
382
+19
1184
$21K ﹤0.01%
7,175
-1,548
1185
$21K ﹤0.01%
43
+2
1186
$21K ﹤0.01%
1,018
-111
1187
$21K ﹤0.01%
351
+1
1188
$21K ﹤0.01%
240
+23
1189
$21K ﹤0.01%
181
+27
1190
$20.9K ﹤0.01%
243
+107
1191
$20.9K ﹤0.01%
556
+319
1192
$20.9K ﹤0.01%
+4,054
1193
$20.8K ﹤0.01%
325
1194
$20.8K ﹤0.01%
226
+16
1195
$20.8K ﹤0.01%
163
+11
1196
$20.7K ﹤0.01%
853
+9
1197
$20.5K ﹤0.01%
800
+76
1198
$20.4K ﹤0.01%
59
+4
1199
$20.3K ﹤0.01%
607
1200
$20.3K ﹤0.01%
8,179
-438