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
1226
$19.4K ﹤0.01%
600
1227
$19.4K ﹤0.01%
142
+37
1228
$19.3K ﹤0.01%
221
-25
1229
$19.3K ﹤0.01%
197
1230
$19.3K ﹤0.01%
166
-18
1231
$19.3K ﹤0.01%
361
+58
1232
$19.3K ﹤0.01%
392
+118
1233
$19.3K ﹤0.01%
185
+19
1234
$19.2K ﹤0.01%
299
+215
1235
$19.2K ﹤0.01%
202
+4
1236
$19.2K ﹤0.01%
213
1237
$19.2K ﹤0.01%
1,339
+3
1238
$19.1K ﹤0.01%
900
-200
1239
$19.1K ﹤0.01%
802
+46
1240
$19.1K ﹤0.01%
653
1241
$19K ﹤0.01%
163
1242
$19K ﹤0.01%
346
-48
1243
$19K ﹤0.01%
3,440
1244
$19K ﹤0.01%
262
1245
$18.9K ﹤0.01%
306
-16
1246
$18.8K ﹤0.01%
2,676
+1,499
1247
$18.7K ﹤0.01%
383
1248
$18.7K ﹤0.01%
1,267
+83
1249
$18.7K ﹤0.01%
970
-104
1250
$18.7K ﹤0.01%
153
+12
48 49
50
51 52