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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
+$5.24M
2
+$3.49M
3
+$3.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M

Top Sells

1
+$1.03M
2
+$772K
3
+$728K
4
KMI icon
Kinder Morgan
KMI
+$708K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$594K

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
1401
$8K ﹤0.01%
3,403
-239
1402
$8K ﹤0.01%
275
+133
1403
$8K ﹤0.01%
51
+31
1404
$8K ﹤0.01%
419
+294
1405
$8K ﹤0.01%
335
+168
1406
$8K ﹤0.01%
644
1407
$8K ﹤0.01%
+79
1408
$8K ﹤0.01%
1,357
+1,270
1409
$8K ﹤0.01%
116
+112
1410
$8K ﹤0.01%
216
+140
1411
$8K ﹤0.01%
188
+34
1412
$8K ﹤0.01%
128
+122
1413
$8K ﹤0.01%
407
-197
1414
$8K ﹤0.01%
279
+38
1415
$8K ﹤0.01%
271
-17
1416
$8K ﹤0.01%
110
+109
1417
$8K ﹤0.01%
42
+4
1418
$8K ﹤0.01%
1,226
-22
1419
$8K ﹤0.01%
328
+207
1420
$8K ﹤0.01%
231
+18
1421
$8K ﹤0.01%
153
+6
1422
$8K ﹤0.01%
156
+129
1423
$8K ﹤0.01%
343
+199
1424
$8K ﹤0.01%
36
+9
1425
$8K ﹤0.01%
1,561
+423
55 56
57
58 59