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
1526
$10.8K ﹤0.01%
4,287
+4,054
1527
$10.8K ﹤0.01%
712
-70
1528
$10.8K ﹤0.01%
40
-75
1529
$10.8K ﹤0.01%
1,159
+131
1530
$10.8K ﹤0.01%
328
+2
1531
$10.7K ﹤0.01%
199
+1
1532
$10.7K ﹤0.01%
296
1533
$10.7K ﹤0.01%
1,564
+557
1534
$10.7K ﹤0.01%
773
-27
1535
$10.7K ﹤0.01%
653
1536
$10.7K ﹤0.01%
83
1537
$10.7K ﹤0.01%
6,745
+2,135
1538
$10.6K ﹤0.01%
1,593
-221
1539
$10.6K ﹤0.01%
393
-35
1540
$10.6K ﹤0.01%
189
1541
$10.6K ﹤0.01%
60
1542
$10.6K ﹤0.01%
672
-172
1543
$10.6K ﹤0.01%
136
1544
$10.5K ﹤0.01%
101
+86
1545
$10.5K ﹤0.01%
243
-16
1546
$10.5K ﹤0.01%
231
1547
$10.5K ﹤0.01%
4,828
+490
1548
$10.5K ﹤0.01%
675
+188
1549
$10.3K ﹤0.01%
146
+55
1550
$10.3K ﹤0.01%
157
60 61
62
63 64