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
1401
$13.6K ﹤0.01%
141
+4
1402
$13.5K ﹤0.01%
100
1403
$13.5K ﹤0.01%
178
-8
1404
$13.5K ﹤0.01%
500
1405
$13.4K ﹤0.01%
451
1406
$13.3K ﹤0.01%
535
-157
1407
$13.3K ﹤0.01%
343
-56
1408
$13.3K ﹤0.01%
1,325
+1,015
1409
$13.2K ﹤0.01%
154
1410
$13.2K ﹤0.01%
2,278
+1,789
1411
$13.2K ﹤0.01%
205
+5
1412
$13.2K ﹤0.01%
102
1413
$13.1K ﹤0.01%
594
1414
$13.1K ﹤0.01%
1,952
-16
1415
$13.1K ﹤0.01%
573
1416
$13.1K ﹤0.01%
286
+190
1417
$13.1K ﹤0.01%
164
1418
$13.1K ﹤0.01%
1,436
+962
1419
$13K ﹤0.01%
+441
1420
$13K ﹤0.01%
263
+18
1421
$13K ﹤0.01%
660
+2
1422
$13K ﹤0.01%
+600
1423
$13K ﹤0.01%
2,070
+1,662
1424
$13K ﹤0.01%
737
+224
1425
$13K ﹤0.01%
497
+237
55 56
57
58 59