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
1601
$9.52K ﹤0.01%
755
-699
1602
$9.52K ﹤0.01%
2,584
+440
1603
$9.51K ﹤0.01%
220
1604
$9.51K ﹤0.01%
164
1605
$9.47K ﹤0.01%
1,552
+1,220
1606
$9.44K ﹤0.01%
761
1607
$9.43K ﹤0.01%
1,449
1608
$9.43K ﹤0.01%
276
1609
$9.41K ﹤0.01%
1,011
1610
$9.4K ﹤0.01%
40
-22
1611
$9.4K ﹤0.01%
636
+161
1612
$9.36K ﹤0.01%
262
+119
1613
$9.3K ﹤0.01%
111
-70
1614
$9.27K ﹤0.01%
345
+71
1615
$9.26K ﹤0.01%
5,862
+5,206
1616
$9.26K ﹤0.01%
1,275
+49
1617
$9.24K ﹤0.01%
317
1618
$9.23K ﹤0.01%
1,339
1619
$9.22K ﹤0.01%
548
1620
$9.2K ﹤0.01%
248
+222
1621
$9.18K ﹤0.01%
126
1622
$9.16K ﹤0.01%
109
1623
$9.09K ﹤0.01%
370
1624
$9.07K ﹤0.01%
118
1625
$9.06K ﹤0.01%
239
-143
63 64
65
66 67