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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
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.49M
3
+$3.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M

Top Sells

1
+$1.03M
2
+$772K
3
+$728K
4
KMI icon
Kinder Morgan
KMI
+$708K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$594K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.39%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$7K ﹤0.01%
425
+26
1527
$7K ﹤0.01%
1,437
1528
$7K ﹤0.01%
59
+5
1529
$7K ﹤0.01%
81
+35
1530
$7K ﹤0.01%
178
+168
1531
$7K ﹤0.01%
22
+7
1532
$7K ﹤0.01%
2
-1
1533
$7K ﹤0.01%
242
-49
1534
$7K ﹤0.01%
852
+30
1535
$6K ﹤0.01%
169
+161
1536
$6K ﹤0.01%
584
+343
1537
$6K ﹤0.01%
143
+116
1538
$6K ﹤0.01%
953
+500
1539
$6K ﹤0.01%
35
-21
1540
$6K ﹤0.01%
769
+199
1541
$6K ﹤0.01%
687
+74
1542
$6K ﹤0.01%
502
+20
1543
$6K ﹤0.01%
220
+80
1544
$6K ﹤0.01%
220
+84
1545
$6K ﹤0.01%
202
+156
1546
$6K ﹤0.01%
293
+243
1547
$6K ﹤0.01%
383
1548
$6K ﹤0.01%
105
+21
1549
$6K ﹤0.01%
206
-42
1550
$6K ﹤0.01%
42
+10
60 61
62
63 64