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
+$8.03M
2
+$4.75M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M

Top Sells

1
+$15.8M
2
+$3.72M
3
+$2.93M
4
AVGO icon
Broadcom
AVGO
+$2.69M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.89M

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
1501
$11.3K ﹤0.01%
377
+88
1502
$11.3K ﹤0.01%
149
+10
1503
$11.3K ﹤0.01%
336
-67
1504
$11.3K ﹤0.01%
224
-3
1505
$11.3K ﹤0.01%
181
-42
1506
$11.2K ﹤0.01%
949
+135
1507
$11.2K ﹤0.01%
68
-46
1508
$11.2K ﹤0.01%
342
-613
1509
$11.2K ﹤0.01%
50
-5
1510
$11.2K ﹤0.01%
306
1511
$11.1K ﹤0.01%
342
1512
$11.1K ﹤0.01%
134
1513
$11.1K ﹤0.01%
202
-93
1514
$11.1K ﹤0.01%
139
1515
$11.1K ﹤0.01%
3,623
+66
1516
$11.1K ﹤0.01%
577
+52
1517
$11K ﹤0.01%
202
+65
1518
$11K ﹤0.01%
64
-6
1519
$11K ﹤0.01%
382
-48
1520
$11K ﹤0.01%
884
+765
1521
$11K ﹤0.01%
147
+20
1522
$10.9K ﹤0.01%
100
1523
$10.9K ﹤0.01%
325
+26
1524
$10.9K ﹤0.01%
706
1525
$10.9K ﹤0.01%
216
59 60
61
62 63