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
1426
$13K ﹤0.01%
252
+1
1427
$13K ﹤0.01%
576
+416
1428
$13K ﹤0.01%
277
+244
1429
$12.9K ﹤0.01%
958
1430
$12.8K ﹤0.01%
20
-5
1431
$12.8K ﹤0.01%
3,031
-1,254
1432
$12.8K ﹤0.01%
502
1433
$12.8K ﹤0.01%
50
1434
$12.8K ﹤0.01%
148
1435
$12.7K ﹤0.01%
64
+45
1436
$12.7K ﹤0.01%
1,286
+43
1437
$12.7K ﹤0.01%
5,635
+3,844
1438
$12.7K ﹤0.01%
266
+30
1439
$12.7K ﹤0.01%
402
+197
1440
$12.7K ﹤0.01%
203
+29
1441
$12.7K ﹤0.01%
171
-23
1442
$12.7K ﹤0.01%
253
+89
1443
$12.7K ﹤0.01%
130
1444
$12.6K ﹤0.01%
117
+37
1445
$12.6K ﹤0.01%
64
+6
1446
$12.6K ﹤0.01%
969
-175
1447
$12.6K ﹤0.01%
815
+32
1448
$12.6K ﹤0.01%
1,868
+1,641
1449
$12.5K ﹤0.01%
388
-10
1450
$12.5K ﹤0.01%
296
+1