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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
1576
$6K ﹤0.01%
584
+393
1577
$6K ﹤0.01%
67
+7
1578
$6K ﹤0.01%
+305
1579
$6K ﹤0.01%
676
+319
1580
$6K ﹤0.01%
65
-33
1581
$6K ﹤0.01%
89
+63
1582
$6K ﹤0.01%
712
-907
1583
$6K ﹤0.01%
80
+54
1584
$6K ﹤0.01%
46
+3
1585
$6K ﹤0.01%
816
-292
1586
$6K ﹤0.01%
265
+147
1587
$6K ﹤0.01%
234
+13
1588
$6K ﹤0.01%
475
+176
1589
$6K ﹤0.01%
214
+143
1590
$6K ﹤0.01%
259
+224
1591
$6K ﹤0.01%
201
1592
$6K ﹤0.01%
46
+18
1593
$6K ﹤0.01%
242
1594
$6K ﹤0.01%
299
+89
1595
$6K ﹤0.01%
127
+19
1596
$6K ﹤0.01%
29
+4
1597
$6K ﹤0.01%
527
+341
1598
$6K ﹤0.01%
646
-718
1599
$6K ﹤0.01%
+212
1600
$6K ﹤0.01%
139
-12
62 63
64
65 66