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
1451
$12.5K ﹤0.01%
101
-34
1452
$12.5K ﹤0.01%
314
-326
1453
$12.4K ﹤0.01%
773
1454
$12.4K ﹤0.01%
795
+446
1455
$12.4K ﹤0.01%
54
-48
1456
$12.4K ﹤0.01%
1,066
1457
$12.3K ﹤0.01%
4,660
+4,158
1458
$12.3K ﹤0.01%
1,935
1459
$12.3K ﹤0.01%
369
1460
$12.3K ﹤0.01%
28
+6
1461
$12.3K ﹤0.01%
313
-8
1462
$12.3K ﹤0.01%
343
1463
$12.3K ﹤0.01%
199
-200
1464
$12.1K ﹤0.01%
459
+334
1465
$12.1K ﹤0.01%
167
+15
1466
$12K ﹤0.01%
382
-41
1467
$12K ﹤0.01%
248
-74
1468
$12K ﹤0.01%
291
1469
$12K ﹤0.01%
268
1470
$12K ﹤0.01%
70
-76
1471
$12K ﹤0.01%
71
-19
1472
$11.9K ﹤0.01%
56
1473
$11.9K ﹤0.01%
61
1474
$11.9K ﹤0.01%
835
-33
1475
$11.9K ﹤0.01%
990
+50
57 58
59
60 61