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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
1776
$4K ﹤0.01%
66
+38
1777
$4K ﹤0.01%
49
-1
1778
$4K ﹤0.01%
134
-28
1779
$4K ﹤0.01%
92
+77
1780
$4K ﹤0.01%
313
+26
1781
$4K ﹤0.01%
463
+235
1782
$4K ﹤0.01%
392
1783
$4K ﹤0.01%
1,771
+812
1784
$4K ﹤0.01%
19
+1
1785
$4K ﹤0.01%
11
-15
1786
$4K ﹤0.01%
208
1787
$4K ﹤0.01%
128
+114
1788
$4K ﹤0.01%
231
1789
$4K ﹤0.01%
17
+3
1790
$4K ﹤0.01%
563
-2,500
1791
$4K ﹤0.01%
79
+6
1792
$4K ﹤0.01%
234
+204
1793
$4K ﹤0.01%
106
-53
1794
$4K ﹤0.01%
46
-61
1795
$4K ﹤0.01%
706
+101
1796
$4K ﹤0.01%
75
+8
1797
$4K ﹤0.01%
192
+146
1798
$4K ﹤0.01%
500
-273
1799
$4K ﹤0.01%
118
+14
1800
$4K ﹤0.01%
601
+587
70 71
72
73 74