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
1351
$10K ﹤0.01%
614
-101
1352
$10K ﹤0.01%
519
+50
1353
$10K ﹤0.01%
3,390
+1,050
1354
$10K ﹤0.01%
3,174
+993
1355
$10K ﹤0.01%
207
+2
1356
$9K ﹤0.01%
405
+216
1357
$9K ﹤0.01%
330
1358
$9K ﹤0.01%
89
+39
1359
$9K ﹤0.01%
427
+328
1360
$9K ﹤0.01%
56
+33
1361
$9K ﹤0.01%
1,263
+820
1362
$9K ﹤0.01%
289
+59
1363
$9K ﹤0.01%
458
+198
1364
$9K ﹤0.01%
132
+107
1365
$9K ﹤0.01%
+233
1366
$9K ﹤0.01%
611
-66
1367
$9K ﹤0.01%
343
1368
$9K ﹤0.01%
106
+86
1369
$9K ﹤0.01%
606
+6
1370
$9K ﹤0.01%
203
+68
1371
$9K ﹤0.01%
122
1372
$9K ﹤0.01%
256
1373
$9K ﹤0.01%
700
1374
$9K ﹤0.01%
277
+129
1375
$9K ﹤0.01%
503
+101
53 54
55
56 57