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
$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 5.39%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$9K ﹤0.01%
1,263
+820
1377
$9K ﹤0.01%
289
+59
1378
$9K ﹤0.01%
458
+198
1379
$9K ﹤0.01%
132
+107
1380
$9K ﹤0.01%
611
-66
1381
$9K ﹤0.01%
256
1382
$9K ﹤0.01%
343
1383
$9K ﹤0.01%
106
+86
1384
$9K ﹤0.01%
606
+6
1385
$9K ﹤0.01%
122
1386
$9K ﹤0.01%
340
+244
1387
$9K ﹤0.01%
277
+54
1388
$9K ﹤0.01%
327
1389
$9K ﹤0.01%
2,399
+519
1390
$9K ﹤0.01%
+233
1391
$9K ﹤0.01%
430
+37
1392
$9K ﹤0.01%
203
+68
1393
$8K ﹤0.01%
51
+31
1394
$8K ﹤0.01%
419
+294
1395
$8K ﹤0.01%
335
+168
1396
$8K ﹤0.01%
644
1397
$8K ﹤0.01%
+79
1398
$8K ﹤0.01%
1,357
+1,270
1399
$8K ﹤0.01%
116
+112
1400
$8K ﹤0.01%
216
+140