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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
1651
$5K ﹤0.01%
69
+61
1652
$5K ﹤0.01%
3,050
1653
$5K ﹤0.01%
150
+113
1654
$5K ﹤0.01%
334
1655
$5K ﹤0.01%
722
+625
1656
$5K ﹤0.01%
105
-26
1657
$5K ﹤0.01%
70
1658
$5K ﹤0.01%
299
+149
1659
$5K ﹤0.01%
+261
1660
$5K ﹤0.01%
2,999
1661
$5K ﹤0.01%
313
1662
$5K ﹤0.01%
132
+127
1663
$5K ﹤0.01%
51
+1
1664
$5K ﹤0.01%
59
+27
1665
$5K ﹤0.01%
13
-4
1666
$5K ﹤0.01%
177
-156
1667
$5K ﹤0.01%
107
1668
$5K ﹤0.01%
189
-79
1669
$5K ﹤0.01%
69
+35
1670
$5K ﹤0.01%
561
+43
1671
$5K ﹤0.01%
+103
1672
$5K ﹤0.01%
71
-13
1673
$5K ﹤0.01%
61
-7
1674
$5K ﹤0.01%
608
1675
$5K ﹤0.01%
416
65 66
67
68 69