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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
1601
$6K ﹤0.01%
232
+196
1602
$6K ﹤0.01%
151
+123
1603
$6K ﹤0.01%
392
+210
1604
$6K ﹤0.01%
158
+70
1605
$6K ﹤0.01%
+27
1606
$6K ﹤0.01%
1,260
+1,180
1607
$6K ﹤0.01%
216
-204
1608
$6K ﹤0.01%
74
+6
1609
$6K ﹤0.01%
129
+39
1610
$6K ﹤0.01%
812
+153
1611
$6K ﹤0.01%
181
+175
1612
$6K ﹤0.01%
+81
1613
$6K ﹤0.01%
74
+70
1614
$6K ﹤0.01%
312
1615
$6K ﹤0.01%
436
+39
1616
$6K ﹤0.01%
112
+19
1617
$6K ﹤0.01%
379
+192
1618
$6K ﹤0.01%
181
+174
1619
$6K ﹤0.01%
+50
1620
$6K ﹤0.01%
147
+103
1621
$6K ﹤0.01%
161
+4
1622
$6K ﹤0.01%
47
-34
1623
$5K ﹤0.01%
247
+181
1624
$5K ﹤0.01%
137
+43
1625
$5K ﹤0.01%
54
+20
63 64
65
66 67