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 +$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 5.39%
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%
80
+54
1552
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46
+3
1553
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1557
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1,260
+1,180
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584
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1563
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995
+172
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584
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85
+9
1571
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953
+500
1572
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200
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67
+7
1574
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+305
1575
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35
-21