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
1376
$14.3K ﹤0.01%
325
1377
$14.3K ﹤0.01%
274
+1
1378
$14.3K ﹤0.01%
105
1379
$14.2K ﹤0.01%
544
+539
1380
$14.2K ﹤0.01%
661
-35,967
1381
$14.1K ﹤0.01%
487
+43
1382
$14.1K ﹤0.01%
95
-39
1383
$14.1K ﹤0.01%
288
+1
1384
$14.1K ﹤0.01%
536
+37
1385
$14.1K ﹤0.01%
632
1386
$14K ﹤0.01%
1,714
1387
$13.9K ﹤0.01%
2,030
+123
1388
$13.9K ﹤0.01%
362
+89
1389
$13.9K ﹤0.01%
86
1390
$13.9K ﹤0.01%
198
+8
1391
$13.9K ﹤0.01%
502
1392
$13.8K ﹤0.01%
981
1393
$13.8K ﹤0.01%
445
+58
1394
$13.8K ﹤0.01%
2,945
-845
1395
$13.7K ﹤0.01%
646
+15
1396
$13.6K ﹤0.01%
444
-51
1397
$13.6K ﹤0.01%
513
+428
1398
$13.6K ﹤0.01%
314
-79
1399
$13.6K ﹤0.01%
961
-893
1400
$13.6K ﹤0.01%
510