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
$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
126
$1.08M 0.1%
4,241
-79
127
$1.08M 0.1%
8,927
128
$1.08M 0.1%
1,119
+15
129
$1.07M 0.1%
25,000
130
$1.07M 0.1%
14,779
-1,161
131
$1.04M 0.1%
2,928
-7
132
$1.01M 0.09%
17,400
+850
133
$1.01M 0.09%
1,320
+47
134
$1M 0.09%
13,796
+320
135
$1,000K 0.09%
7,036
+28
136
$992K 0.09%
5,857
+528
137
$989K 0.09%
8,030
138
$960K 0.09%
2,190
+14
139
$958K 0.09%
5,867
+39
140
$952K 0.09%
4,813
-112
141
$943K 0.09%
5,719
+3,723
142
$933K 0.09%
5,836
-69
143
$924K 0.09%
2,171
+39
144
$919K 0.09%
3,995
+295
145
$910K 0.09%
3,557
+15
146
$909K 0.09%
20,590
+1,047
147
$888K 0.08%
2,839
+95
148
$887K 0.08%
9,130
+1,640
149
$865K 0.08%
21,529
+8,930
150
$865K 0.08%
24,473
+909
4 5
6
7 8