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
1726
$7.37K ﹤0.01%
96
1727
$7.37K ﹤0.01%
295
1728
$7.28K ﹤0.01%
439
+80
1729
$7.25K ﹤0.01%
461
1730
$7.25K ﹤0.01%
321
1731
$7.24K ﹤0.01%
780
+431
1732
$7.24K ﹤0.01%
276
-539
1733
$7.24K ﹤0.01%
650
+156
1734
$7.21K ﹤0.01%
126
1735
$7.2K ﹤0.01%
871
+166
1736
$7.17K ﹤0.01%
71
1737
$7.16K ﹤0.01%
436
1738
$7.15K ﹤0.01%
700
1739
$7.15K ﹤0.01%
83
1740
$7.14K ﹤0.01%
+62
1741
$7.12K ﹤0.01%
221
-8
1742
$7.11K ﹤0.01%
92
1743
$7.07K ﹤0.01%
92
1744
$7.06K ﹤0.01%
917
+6
1745
$7.05K ﹤0.01%
53
+31
1746
$7.04K ﹤0.01%
116
1747
$7.04K ﹤0.01%
120
-2,000
1748
$7.03K ﹤0.01%
4,396
+1,050
1749
$7K ﹤0.01%
395
1750
$6.96K ﹤0.01%
1,093
+1,000
68 69
70
71 72