LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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
+$4.61M
2
+$3.18M
3
+$2.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$665K
3
+$658K
4
NKE icon
Nike
NKE
+$596K
5
ICE icon
Intercontinental Exchange
ICE
+$519K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.38%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$5K ﹤0.01%
+84
1652
$5K ﹤0.01%
+103
1653
$5K ﹤0.01%
+3,901
1654
$5K ﹤0.01%
126
+5
1655
$5K ﹤0.01%
71
-13
1656
$5K ﹤0.01%
61
-7
1657
$5K ﹤0.01%
54
+20
1658
$5K ﹤0.01%
150
+77
1659
$5K ﹤0.01%
608
1660
$5K ﹤0.01%
207
-28
1661
$5K ﹤0.01%
136
1662
$5K ﹤0.01%
461
+339
1663
$5K ﹤0.01%
416
1664
$5K ﹤0.01%
255
+19
1665
$5K ﹤0.01%
+690
1666
$5K ﹤0.01%
125
1667
$5K ﹤0.01%
+120
1668
$5K ﹤0.01%
437
-1,343
1669
$5K ﹤0.01%
216
+205
1670
$5K ﹤0.01%
500
-18
1671
$5K ﹤0.01%
107
-194
1672
$5K ﹤0.01%
59
+53
1673
$5K ﹤0.01%
+377
1674
$5K ﹤0.01%
+93
1675
$5K ﹤0.01%
103
-15
65 66
67
68 69