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 +$8.03M
2 +$4.75M
3 +$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M

Top Sells

1 +$15.8M
2 +$3.72M
3 +$2.93M
4
AVGO icon
Broadcom
AVGO
+$2.69M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.89M

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
1301
$16.9K ﹤0.01%
765
-199
1302
$16.8K ﹤0.01%
356
1303
$16.8K ﹤0.01%
451
+1
1304
$16.7K ﹤0.01%
1,126
+3
1305
$16.7K ﹤0.01%
1,069
1306
$16.7K ﹤0.01%
749
-52
1307
$16.7K ﹤0.01%
1,170
+855
1308
$16.6K ﹤0.01%
2,243
1309
$16.6K ﹤0.01%
476
1310
$16.6K ﹤0.01%
135
-25
1311
$16.6K ﹤0.01%
50
1312
$16.5K ﹤0.01%
95
1313
$16.5K ﹤0.01%
454
-96
1314
$16.4K ﹤0.01%
445
-85
1315
$16.4K ﹤0.01%
995
+4
1316
$16.4K ﹤0.01%
313
+281
1317
$16.4K ﹤0.01%
1,003
1318
$16.4K ﹤0.01%
318
-225
1319
$16.4K ﹤0.01%
750
+345
1320
$16.4K ﹤0.01%
553
+45
1321
$16.3K ﹤0.01%
983
1322
$16.3K ﹤0.01%
135
-3
1323
$16.2K ﹤0.01%
54
1324
$16.2K ﹤0.01%
408
+32
1325
$16.1K ﹤0.01%
139