We are live on ! Find out more
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
1551
$6K ﹤0.01%
137
-42
1552
$6K ﹤0.01%
157
-145
1553
$6K ﹤0.01%
146
+126
1554
$6K ﹤0.01%
396
+266
1555
$6K ﹤0.01%
61
+53
1556
$6K ﹤0.01%
81
-32
1557
$6K ﹤0.01%
40
+37
1558
$6K ﹤0.01%
68
+61
1559
$6K ﹤0.01%
584
+274
1560
$6K ﹤0.01%
995
+172
1561
$6K ﹤0.01%
323
+18
1562
$6K ﹤0.01%
456
+453
1563
$6K ﹤0.01%
214
+22
1564
$6K ﹤0.01%
72
-22
1565
$6K ﹤0.01%
1,650
1566
$6K ﹤0.01%
615
-293
1567
$6K ﹤0.01%
137
+132
1568
$6K ﹤0.01%
85
+9
1569
$6K ﹤0.01%
200
1570
$6K ﹤0.01%
483
+460
1571
$6K ﹤0.01%
233
+173
1572
$6K ﹤0.01%
597
+513
1573
$6K ﹤0.01%
+257
1574
$6K ﹤0.01%
387
-104
1575
$6K ﹤0.01%
185
-30
61 62
63
64 65