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
1701
$7.65K ﹤0.01%
985
+451
1702
$7.64K ﹤0.01%
946
-397
1703
$7.62K ﹤0.01%
1,211
+2
1704
$7.61K ﹤0.01%
758
-13
1705
$7.61K ﹤0.01%
75
1706
$7.61K ﹤0.01%
336
-51
1707
$7.61K ﹤0.01%
662
+35
1708
$7.6K ﹤0.01%
610
1709
$7.6K ﹤0.01%
335
+32
1710
$7.59K ﹤0.01%
+2,300
1711
$7.57K ﹤0.01%
210
+127
1712
$7.53K ﹤0.01%
621
+173
1713
$7.53K ﹤0.01%
79
1714
$7.53K ﹤0.01%
333
+191
1715
$7.52K ﹤0.01%
155
-92
1716
$7.5K ﹤0.01%
86
+3
1717
$7.5K ﹤0.01%
419
1718
$7.47K ﹤0.01%
+235
1719
$7.47K ﹤0.01%
301
+51
1720
$7.44K ﹤0.01%
1,031
-363
1721
$7.44K ﹤0.01%
59
-10
1722
$7.41K ﹤0.01%
208
+11
1723
$7.41K ﹤0.01%
+251
1724
$7.39K ﹤0.01%
1,658
+798
1725
$7.38K ﹤0.01%
167