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
1676
$8.07K ﹤0.01%
111
-19
1677
$8.06K ﹤0.01%
140
-16
1678
$8.04K ﹤0.01%
283
+52
1679
$8.03K ﹤0.01%
100
1680
$8.01K ﹤0.01%
127
+18
1681
$8K ﹤0.01%
710
+4
1682
$7.98K ﹤0.01%
179
1683
$7.96K ﹤0.01%
115
1684
$7.95K ﹤0.01%
211
+48
1685
$7.91K ﹤0.01%
567
+25
1686
$7.9K ﹤0.01%
235
1687
$7.87K ﹤0.01%
266
+172
1688
$7.85K ﹤0.01%
187
+94
1689
$7.84K ﹤0.01%
556
+109
1690
$7.81K ﹤0.01%
496
+354
1691
$7.8K ﹤0.01%
118
1692
$7.79K ﹤0.01%
216
1693
$7.77K ﹤0.01%
84
+76
1694
$7.72K ﹤0.01%
216
1695
$7.71K ﹤0.01%
70
1696
$7.71K ﹤0.01%
182
1697
$7.7K ﹤0.01%
120
1698
$7.7K ﹤0.01%
167
-16
1699
$7.69K ﹤0.01%
84
+27
1700
$7.66K ﹤0.01%
563