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
1476
$11.9K ﹤0.01%
91
-11
1477
$11.8K ﹤0.01%
327
-300
1478
$11.8K ﹤0.01%
326
1479
$11.8K ﹤0.01%
434
1480
$11.8K ﹤0.01%
509
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1481
$11.8K ﹤0.01%
483
-40
1482
$11.7K ﹤0.01%
390
1483
$11.7K ﹤0.01%
+500
1484
$11.7K ﹤0.01%
98
+97
1485
$11.7K ﹤0.01%
237
1486
$11.7K ﹤0.01%
635
+93
1487
$11.7K ﹤0.01%
139
1488
$11.6K ﹤0.01%
187
1489
$11.6K ﹤0.01%
2,500
1490
$11.6K ﹤0.01%
431
1491
$11.6K ﹤0.01%
422
1492
$11.6K ﹤0.01%
427
1493
$11.6K ﹤0.01%
550
+170
1494
$11.6K ﹤0.01%
1,441
+907
1495
$11.5K ﹤0.01%
583
+7
1496
$11.5K ﹤0.01%
82
1497
$11.4K ﹤0.01%
546
+78
1498
$11.4K ﹤0.01%
431
1499
$11.4K ﹤0.01%
291
+32
1500
$11.4K ﹤0.01%
618
-252