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
1801
$6.09K ﹤0.01%
51
+10
1802
$6.08K ﹤0.01%
334
1803
$6.08K ﹤0.01%
382
-127
1804
$6.07K ﹤0.01%
243
+36
1805
$6.07K ﹤0.01%
151
1806
$6.07K ﹤0.01%
11
1807
$6.06K ﹤0.01%
38
+1
1808
$6.06K ﹤0.01%
90
+5
1809
$6.05K ﹤0.01%
188
+14
1810
$6.04K ﹤0.01%
130
1811
$6.04K ﹤0.01%
2,006
1812
$6.03K ﹤0.01%
133
1813
$6.03K ﹤0.01%
509
-312
1814
$6.02K ﹤0.01%
86
-23
1815
$6.01K ﹤0.01%
142
1816
$6.01K ﹤0.01%
297
1817
$6K ﹤0.01%
39
1818
$6K ﹤0.01%
223
1819
$5.99K ﹤0.01%
134
+4
1820
$5.98K ﹤0.01%
319
+120
1821
$5.98K ﹤0.01%
+151
1822
$5.95K ﹤0.01%
212
-122
1823
$5.92K ﹤0.01%
184
-213
1824
$5.92K ﹤0.01%
154
1825
$5.92K ﹤0.01%
1,450