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
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

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
1651
$8.58K ﹤0.01%
261
1652
$8.58K ﹤0.01%
549
1653
$8.58K ﹤0.01%
159
1654
$8.58K ﹤0.01%
53
1655
$8.57K ﹤0.01%
593
1656
$8.52K ﹤0.01%
1,215
-878
1657
$8.47K ﹤0.01%
881
1658
$8.44K ﹤0.01%
55
1659
$8.41K ﹤0.01%
966
-183
1660
$8.4K ﹤0.01%
177
+127
1661
$8.4K ﹤0.01%
79
+2
1662
$8.35K ﹤0.01%
150
1663
$8.33K ﹤0.01%
38
-58
1664
$8.33K ﹤0.01%
136
+7
1665
$8.32K ﹤0.01%
134
-5
1666
$8.32K ﹤0.01%
606
-562
1667
$8.31K ﹤0.01%
226
1668
$8.3K ﹤0.01%
630
-303
1669
$8.21K ﹤0.01%
119
1670
$8.21K ﹤0.01%
4,274
1671
$8.13K ﹤0.01%
108
1672
$8.13K ﹤0.01%
43
+2
1673
$8.11K ﹤0.01%
348
+111
1674
$8.11K ﹤0.01%
92
1675
$8.09K ﹤0.01%
117
65 66
67
68 69