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
1276
$11K ﹤0.01%
973
+80
1277
$11K ﹤0.01%
400
1278
$11K ﹤0.01%
306
-279
1279
$11K ﹤0.01%
111
-20
1280
$11K ﹤0.01%
324
-21
1281
$11K ﹤0.01%
218
+78
1282
$11K ﹤0.01%
1,296
+1,088
1283
$11K ﹤0.01%
211
+36
1284
$11K ﹤0.01%
582
1285
$11K ﹤0.01%
+1,694
1286
$11K ﹤0.01%
+334
1287
$11K ﹤0.01%
353
-758
1288
$11K ﹤0.01%
2,805
+2,476
1289
$11K ﹤0.01%
382
+310
1290
$11K ﹤0.01%
411
+196
1291
$11K ﹤0.01%
61
+29
1292
$11K ﹤0.01%
132
+112
1293
$11K ﹤0.01%
1,151
+546
1294
$11K ﹤0.01%
140
-23
1295
$11K ﹤0.01%
170
+29
1296
$11K ﹤0.01%
1,117
+972
1297
$11K ﹤0.01%
700
1298
$11K ﹤0.01%
238
+13
1299
$11K ﹤0.01%
208
+4
1300
$11K ﹤0.01%
130
-2
50 51
52
53 54