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
1776
$6.52K ﹤0.01%
173
1777
$6.52K ﹤0.01%
69
1778
$6.52K ﹤0.01%
134
+82
1779
$6.52K ﹤0.01%
+431
1780
$6.5K ﹤0.01%
155
1781
$6.48K ﹤0.01%
481
+321
1782
$6.47K ﹤0.01%
176
+9
1783
$6.46K ﹤0.01%
123
1784
$6.46K ﹤0.01%
73
1785
$6.45K ﹤0.01%
208
1786
$6.45K ﹤0.01%
2
-1
1787
$6.44K ﹤0.01%
314
-332
1788
$6.42K ﹤0.01%
273
+2
1789
$6.4K ﹤0.01%
738
-58
1790
$6.37K ﹤0.01%
600
1791
$6.36K ﹤0.01%
14
-23
1792
$6.32K ﹤0.01%
56
+1
1793
$6.3K ﹤0.01%
194
1794
$6.28K ﹤0.01%
474
1795
$6.21K ﹤0.01%
187
1796
$6.16K ﹤0.01%
118
-183
1797
$6.13K ﹤0.01%
60
1798
$6.13K ﹤0.01%
312
1799
$6.12K ﹤0.01%
104
+1
1800
$6.1K ﹤0.01%
33
+2