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
1751
$6.96K ﹤0.01%
598
+333
1752
$6.94K ﹤0.01%
252
+2
1753
$6.92K ﹤0.01%
547
1754
$6.91K ﹤0.01%
209
+43
1755
$6.89K ﹤0.01%
1,143
1756
$6.89K ﹤0.01%
191
+68
1757
$6.86K ﹤0.01%
207
+167
1758
$6.85K ﹤0.01%
178
1759
$6.85K ﹤0.01%
285
+39
1760
$6.83K ﹤0.01%
364
1761
$6.83K ﹤0.01%
128
1762
$6.81K ﹤0.01%
58
+16
1763
$6.77K ﹤0.01%
62
1764
$6.75K ﹤0.01%
154
+31
1765
$6.71K ﹤0.01%
134
+13
1766
$6.7K ﹤0.01%
144
-23
1767
$6.67K ﹤0.01%
1,226
+607
1768
$6.65K ﹤0.01%
329
1769
$6.65K ﹤0.01%
1,938
-238
1770
$6.64K ﹤0.01%
+50
1771
$6.62K ﹤0.01%
+53
1772
$6.58K ﹤0.01%
37
+1
1773
$6.56K ﹤0.01%
152
-1
1774
$6.54K ﹤0.01%
708
1775
$6.53K ﹤0.01%
589
+5