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
1626
$9.06K ﹤0.01%
685
1627
$9.05K ﹤0.01%
175
1628
$9.05K ﹤0.01%
149
1629
$9.03K ﹤0.01%
394
1630
$8.96K ﹤0.01%
278
1631
$8.96K ﹤0.01%
500
1632
$8.96K ﹤0.01%
52
+24
1633
$8.95K ﹤0.01%
160
+4
1634
$8.95K ﹤0.01%
2,527
+1,034
1635
$8.94K ﹤0.01%
199
1636
$8.93K ﹤0.01%
195
1637
$8.89K ﹤0.01%
1,135
+868
1638
$8.87K ﹤0.01%
+772
1639
$8.84K ﹤0.01%
55
+17
1640
$8.84K ﹤0.01%
220
1641
$8.79K ﹤0.01%
134
1642
$8.78K ﹤0.01%
51
+9
1643
$8.77K ﹤0.01%
67
1644
$8.75K ﹤0.01%
+200
1645
$8.75K ﹤0.01%
541
+37
1646
$8.67K ﹤0.01%
47
1647
$8.65K ﹤0.01%
652
-182
1648
$8.64K ﹤0.01%
371
1649
$8.61K ﹤0.01%
114
+12
1650
$8.58K ﹤0.01%
80
-7
64 65
66
67 68