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
1326
$16.1K ﹤0.01%
602
+407
1327
$16.1K ﹤0.01%
97
1328
$16K ﹤0.01%
52
1329
$16K ﹤0.01%
804
-57
1330
$16K ﹤0.01%
419
+92
1331
$15.9K ﹤0.01%
50
+24
1332
$15.9K ﹤0.01%
132
1333
$15.8K ﹤0.01%
337
1334
$15.8K ﹤0.01%
687
-197
1335
$15.8K ﹤0.01%
175
+12
1336
$15.8K ﹤0.01%
1,838
+1,655
1337
$15.7K ﹤0.01%
347
+22
1338
$15.6K ﹤0.01%
943
-10
1339
$15.6K ﹤0.01%
455
1340
$15.6K ﹤0.01%
2,782
1341
$15.6K ﹤0.01%
179
+63
1342
$15.5K ﹤0.01%
1,128
-237
1343
$15.5K ﹤0.01%
234
+37
1344
$15.5K ﹤0.01%
5,429
-8,081
1345
$15.5K ﹤0.01%
273
1346
$15.5K ﹤0.01%
86
+18
1347
$15.5K ﹤0.01%
271
+1
1348
$15.5K ﹤0.01%
173
1349
$15.4K ﹤0.01%
47
+7
1350
$15.4K ﹤0.01%
1,935
+311
52 53
54
55 56