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
1576
$9.89K ﹤0.01%
199
+47
1577
$9.88K ﹤0.01%
82
+17
1578
$9.87K ﹤0.01%
130
1579
$9.85K ﹤0.01%
1,182
1580
$9.83K ﹤0.01%
85
+3
1581
$9.78K ﹤0.01%
164
1582
$9.78K ﹤0.01%
650
1583
$9.77K ﹤0.01%
266
+188
1584
$9.77K ﹤0.01%
157
-196
1585
$9.77K ﹤0.01%
30
+22
1586
$9.73K ﹤0.01%
516
+85
1587
$9.73K ﹤0.01%
72
1588
$9.73K ﹤0.01%
103
+18
1589
$9.72K ﹤0.01%
916
1590
$9.71K ﹤0.01%
94
+4
1591
$9.71K ﹤0.01%
147
1592
$9.7K ﹤0.01%
433
-133
1593
$9.67K ﹤0.01%
403
1594
$9.65K ﹤0.01%
130
+14
1595
$9.63K ﹤0.01%
185
+84
1596
$9.62K ﹤0.01%
220
+50
1597
$9.57K ﹤0.01%
1,489
+735
1598
$9.55K ﹤0.01%
160
1599
$9.54K ﹤0.01%
103
+24
1600
$9.54K ﹤0.01%
202
+47