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
1251
$18.6K ﹤0.01%
235
1252
$18.6K ﹤0.01%
279
1253
$18.6K ﹤0.01%
1,658
+304
1254
$18.5K ﹤0.01%
95
1255
$18.4K ﹤0.01%
846
-9,000
1256
$18.4K ﹤0.01%
1,437
+235
1257
$18.3K ﹤0.01%
644
-98
1258
$18.2K ﹤0.01%
462
1259
$18.2K ﹤0.01%
43
+42
1260
$18.2K ﹤0.01%
911
+466
1261
$18.1K ﹤0.01%
422
+139
1262
$18.1K ﹤0.01%
280
+249
1263
$18.1K ﹤0.01%
588
1264
$18.1K ﹤0.01%
266
1265
$18K ﹤0.01%
521
1266
$18K ﹤0.01%
139
+69
1267
$18K ﹤0.01%
1,172
-7,751
1268
$18K ﹤0.01%
726
-13
1269
$17.9K ﹤0.01%
412
+4
1270
$17.9K ﹤0.01%
227
-203
1271
$17.9K ﹤0.01%
304
1272
$17.8K ﹤0.01%
2,074
-2,706
1273
$17.8K ﹤0.01%
316
+28
1274
$17.8K ﹤0.01%
+1,575
1275
$17.7K ﹤0.01%
5,440
+356