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
1201
$20.3K ﹤0.01%
1,719
+6
1202
$20.3K ﹤0.01%
462
+4
1203
$20.3K ﹤0.01%
854
-136
1204
$20.3K ﹤0.01%
310
1205
$20.2K ﹤0.01%
2,028
+5
1206
$20.2K ﹤0.01%
221
+2
1207
$20.2K ﹤0.01%
41
-6
1208
$20.1K ﹤0.01%
3,287
1209
$20.1K ﹤0.01%
3,516
+233
1210
$20.1K ﹤0.01%
211
-44
1211
$20K ﹤0.01%
984
-24
1212
$19.9K ﹤0.01%
464
-46
1213
$19.9K ﹤0.01%
687
1214
$19.9K ﹤0.01%
82
-7
1215
$19.9K ﹤0.01%
110
1216
$19.8K ﹤0.01%
216
-31
1217
$19.7K ﹤0.01%
3,178
+1,439
1218
$19.7K ﹤0.01%
854
+385
1219
$19.7K ﹤0.01%
1,195
1220
$19.6K ﹤0.01%
5,944
-394
1221
$19.6K ﹤0.01%
258
+17
1222
$19.5K ﹤0.01%
564
+91
1223
$19.5K ﹤0.01%
79
1224
$19.5K ﹤0.01%
2,929
+2,390
1225
$19.4K ﹤0.01%
308
-54
47 48
49
50 51