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
1276
$17.5K ﹤0.01%
149
+63
1277
$17.5K ﹤0.01%
321
-111
1278
$17.5K ﹤0.01%
69
1279
$17.5K ﹤0.01%
268
-109
1280
$17.5K ﹤0.01%
1,272
-478
1281
$17.5K ﹤0.01%
+425
1282
$17.4K ﹤0.01%
1,002
+64
1283
$17.4K ﹤0.01%
904
-167
1284
$17.4K ﹤0.01%
1,801
-314
1285
$17.3K ﹤0.01%
135
+3
1286
$17.3K ﹤0.01%
3,100
1287
$17.2K ﹤0.01%
209
1288
$17.2K ﹤0.01%
998
-1,635
1289
$17.2K ﹤0.01%
1,969
1290
$17.2K ﹤0.01%
734
+118
1291
$17.2K ﹤0.01%
790
-12
1292
$17.1K ﹤0.01%
199
1293
$17.1K ﹤0.01%
790
-438
1294
$17.1K ﹤0.01%
168
+15
1295
$17.1K ﹤0.01%
785
1296
$17K ﹤0.01%
395
1297
$17K ﹤0.01%
590
1298
$16.9K ﹤0.01%
63
1299
$16.9K ﹤0.01%
200
1300
$16.9K ﹤0.01%
776
+29