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

Top Buys

1
+$4.61M
2
+$3.18M
3
+$2.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$665K
3
+$658K
4
NKE icon
Nike
NKE
+$596K
5
ICE icon
Intercontinental Exchange
ICE
+$519K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.38%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$12K ﹤0.01%
788
-22
1227
$12K ﹤0.01%
+472
1228
$12K ﹤0.01%
2,959
+2,906
1229
$12K ﹤0.01%
1,294
-185
1230
$12K ﹤0.01%
3,112
+21
1231
$12K ﹤0.01%
100
+32
1232
$12K ﹤0.01%
+3,222
1233
$12K ﹤0.01%
276
1234
$12K ﹤0.01%
116
+8
1235
$12K ﹤0.01%
202
-21
1236
$12K ﹤0.01%
658
+412
1237
$12K ﹤0.01%
933
+79
1238
$12K ﹤0.01%
574
+246
1239
$12K ﹤0.01%
474
-164
1240
$12K ﹤0.01%
510
+363
1241
$12K ﹤0.01%
213
-264
1242
$12K ﹤0.01%
277
+144
1243
$12K ﹤0.01%
346
+97
1244
$12K ﹤0.01%
596
-245
1245
$12K ﹤0.01%
36
+35
1246
$12K ﹤0.01%
519
-149
1247
$12K ﹤0.01%
418
+397
1248
$12K ﹤0.01%
2,276
-1,841
1249
$12K ﹤0.01%
180
+126
1250
$12K ﹤0.01%
896
+521
48 49
50
51 52