LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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
101
$1.35M 0.13%
5,423
+591
102
$1.35M 0.13%
14,719
-1,471
103
$1.33M 0.12%
37,417
-433
104
$1.31M 0.12%
3,911
+16
105
$1.3M 0.12%
11,205
+93
106
$1.3M 0.12%
10,118
+231
107
$1.27M 0.12%
1,526
-5
108
$1.25M 0.12%
29,807
+279
109
$1.24M 0.12%
20,201
+51
110
$1.23M 0.12%
4,559
-20
111
$1.23M 0.12%
5,962
-3
112
$1.21M 0.11%
2,614
+37
113
$1.2M 0.11%
13,103
-789
114
$1.18M 0.11%
4,859
+322
115
$1.17M 0.11%
20,198
-305
116
$1.17M 0.11%
27,896
-417
117
$1.15M 0.11%
3,330
+235
118
$1.14M 0.11%
11,610
+11,376
119
$1.13M 0.11%
12,155
-630
120
$1.13M 0.11%
5,865
121
$1.12M 0.11%
6,022
122
$1.12M 0.1%
9,863
+834
123
$1.1M 0.1%
7,858
+275
124
$1.08M 0.1%
5,244
-463
125
$1.08M 0.1%
11,455
3 4
5
6 7