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
$265M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,963
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$968K
3 +$915K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$529K
5
VTV icon
Vanguard Value ETF
VTV
+$382K

Sector Composition

1 Financials 9.13%
2 Technology 8.55%
3 Healthcare 3.83%
4 Consumer Staples 2.53%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$1K ﹤0.01%
+102
1502
$1K ﹤0.01%
110
1503
$1K ﹤0.01%
+5
1504
$1K ﹤0.01%
+11
1505
$1K ﹤0.01%
6
1506
$1K ﹤0.01%
50
1507
$1K ﹤0.01%
+22
1508
$1K ﹤0.01%
+149
1509
$1K ﹤0.01%
+34
1510
$1K ﹤0.01%
+21
1511
$1K ﹤0.01%
104
1512
$1K ﹤0.01%
+65
1513
$1K ﹤0.01%
+347
1514
$1K ﹤0.01%
+31
1515
$1K ﹤0.01%
+124
1516
$1K ﹤0.01%
+64
1517
$1K ﹤0.01%
+4
1518
$1K ﹤0.01%
+92
1519
$1K ﹤0.01%
35
1520
$1K ﹤0.01%
+24
1521
$1K ﹤0.01%
+122
1522
$1K ﹤0.01%
+64
1523
$1K ﹤0.01%
+60
1524
$1K ﹤0.01%
+136
1525
$1K ﹤0.01%
+27