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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
1751
$4K ﹤0.01%
+10
1752
$4K ﹤0.01%
250
+29
1753
$4K ﹤0.01%
183
-202
1754
$4K ﹤0.01%
180
+27
1755
$4K ﹤0.01%
464
+299
1756
$4K ﹤0.01%
300
+250
1757
$4K ﹤0.01%
38
+13
1758
$4K ﹤0.01%
182
-22
1759
$4K ﹤0.01%
50
+4
1760
$4K ﹤0.01%
156
+38
1761
$4K ﹤0.01%
197
-80
1762
$4K ﹤0.01%
265
+5
1763
$4K ﹤0.01%
506
+416
1764
$4K ﹤0.01%
39
1765
$4K ﹤0.01%
200
1766
$4K ﹤0.01%
17
-4
1767
$4K ﹤0.01%
89
+62
1768
$4K ﹤0.01%
43
1769
$4K ﹤0.01%
97
+59
1770
$4K ﹤0.01%
44
-19
1771
$4K ﹤0.01%
104
+21
1772
$4K ﹤0.01%
174
-18
1773
$4K ﹤0.01%
42
-22
1774
$4K ﹤0.01%
611
-131
1775
$4K ﹤0.01%
45
+16
69 70
71
72 73