LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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
+$4.61M
2
+$3.18M
3
+$2.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$665K
3
+$658K
4
NKE icon
Nike
NKE
+$596K
5
ICE icon
Intercontinental Exchange
ICE
+$519K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.38%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$8K ﹤0.01%
81
+75
1452
$8K ﹤0.01%
182
+134
1453
$8K ﹤0.01%
231
+18
1454
$8K ﹤0.01%
153
+6
1455
$8K ﹤0.01%
156
+129
1456
$8K ﹤0.01%
142
+117
1457
$8K ﹤0.01%
343
+199
1458
$8K ﹤0.01%
36
+9
1459
$8K ﹤0.01%
1,561
+423
1460
$8K ﹤0.01%
826
+76
1461
$7K ﹤0.01%
277
-43
1462
$7K ﹤0.01%
102
+14
1463
$7K ﹤0.01%
125
+120
1464
$7K ﹤0.01%
98
+72
1465
$7K ﹤0.01%
158
+144
1466
$7K ﹤0.01%
98
-15
1467
$7K ﹤0.01%
+127
1468
$7K ﹤0.01%
+214
1469
$7K ﹤0.01%
301
-69
1470
$7K ﹤0.01%
763
+716
1471
$7K ﹤0.01%
127
+78
1472
$7K ﹤0.01%
105
+76
1473
$7K ﹤0.01%
400
1474
$7K ﹤0.01%
265
+92
1475
$7K ﹤0.01%
354
+212
57 58
59
60 61