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
1501
$7K ﹤0.01%
415
+25
1502
$7K ﹤0.01%
117
-28
1503
$7K ﹤0.01%
164
+125
1504
$7K ﹤0.01%
197
-487
1505
$7K ﹤0.01%
820
+579
1506
$7K ﹤0.01%
2
-1
1507
$7K ﹤0.01%
242
-49
1508
$7K ﹤0.01%
852
+30
1509
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220
+169
1510
$7K ﹤0.01%
56
+1
1511
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76
+17
1512
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122
+14
1513
$7K ﹤0.01%
57
+40
1514
$7K ﹤0.01%
871
-589
1515
$7K ﹤0.01%
172
-81
1516
$7K ﹤0.01%
167
1517
$7K ﹤0.01%
44
-69
1518
$7K ﹤0.01%
312
-71
1519
$7K ﹤0.01%
237
+173
1520
$7K ﹤0.01%
355
+343
1521
$7K ﹤0.01%
306
+288
1522
$7K ﹤0.01%
54
-11
1523
$7K ﹤0.01%
+128
1524
$7K ﹤0.01%
+302
1525
$7K ﹤0.01%
220
+207