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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
1426
$8K ﹤0.01%
826
+76
1427
$8K ﹤0.01%
246
1428
$8K ﹤0.01%
28
-1
1429
$8K ﹤0.01%
182
+13
1430
$8K ﹤0.01%
183
+126
1431
$8K ﹤0.01%
45
+8
1432
$8K ﹤0.01%
155
-19
1433
$8K ﹤0.01%
538
-315
1434
$8K ﹤0.01%
230
+54
1435
$8K ﹤0.01%
38
-136
1436
$8K ﹤0.01%
70
+51
1437
$8K ﹤0.01%
216
1438
$8K ﹤0.01%
114
+53
1439
$8K ﹤0.01%
38
-178
1440
$8K ﹤0.01%
86
+41
1441
$8K ﹤0.01%
643
+34
1442
$8K ﹤0.01%
401
+13
1443
$8K ﹤0.01%
171
-25
1444
$8K ﹤0.01%
81
+12
1445
$8K ﹤0.01%
418
+256
1446
$8K ﹤0.01%
1,006
+214
1447
$8K ﹤0.01%
389
+101
1448
$8K ﹤0.01%
780
+544
1449
$8K ﹤0.01%
176
-92
1450
$8K ﹤0.01%
1,156
+1,081
56 57
58
59 60