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
1826
$5.91K ﹤0.01%
+85
1827
$5.91K ﹤0.01%
363
-184
1828
$5.89K ﹤0.01%
105
1829
$5.89K ﹤0.01%
89
1830
$5.88K ﹤0.01%
742
1831
$5.84K ﹤0.01%
392
1832
$5.83K ﹤0.01%
979
1833
$5.82K ﹤0.01%
413
1834
$5.8K ﹤0.01%
156
1835
$5.79K ﹤0.01%
789
+332
1836
$5.78K ﹤0.01%
101
+21
1837
$5.76K ﹤0.01%
438
1838
$5.74K ﹤0.01%
+174
1839
$5.73K ﹤0.01%
90
+16
1840
$5.73K ﹤0.01%
407
1841
$5.72K ﹤0.01%
400
-81
1842
$5.7K ﹤0.01%
139
1843
$5.67K ﹤0.01%
211
-122
1844
$5.65K ﹤0.01%
574
1845
$5.65K ﹤0.01%
+147
1846
$5.64K ﹤0.01%
59
1847
$5.63K ﹤0.01%
+75
1848
$5.63K ﹤0.01%
460
+165
1849
$5.58K ﹤0.01%
1,249
-348
1850
$5.58K ﹤0.01%
348
-475