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
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

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
1551
$10.3K ﹤0.01%
59
1552
$10.3K ﹤0.01%
191
-97
1553
$10.3K ﹤0.01%
33
+1
1554
$10.2K ﹤0.01%
1,249
1555
$10.2K ﹤0.01%
895
+172
1556
$10.2K ﹤0.01%
149
+45
1557
$10.2K ﹤0.01%
122
1558
$10.2K ﹤0.01%
291
+42
1559
$10.2K ﹤0.01%
126
-10
1560
$10.2K ﹤0.01%
301
-2
1561
$10.2K ﹤0.01%
423
+130
1562
$10.2K ﹤0.01%
519
+66
1563
$10.2K ﹤0.01%
958
-151
1564
$10.2K ﹤0.01%
547
+363
1565
$10.2K ﹤0.01%
78
+14
1566
$10.2K ﹤0.01%
407
1567
$10.2K ﹤0.01%
328
-9
1568
$10.2K ﹤0.01%
421
+395
1569
$10.2K ﹤0.01%
37
+2
1570
$10.1K ﹤0.01%
458
1571
$10.1K ﹤0.01%
230
+8
1572
$10.1K ﹤0.01%
+113
1573
$10K ﹤0.01%
+187
1574
$9.91K ﹤0.01%
280
+90
1575
$9.91K ﹤0.01%
105
-81
61 62
63
64 65