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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
1851
$3K ﹤0.01%
+122
1852
$3K ﹤0.01%
+119
1853
$3K ﹤0.01%
81
1854
$3K ﹤0.01%
88
1855
$3K ﹤0.01%
148
+20
1856
$3K ﹤0.01%
127
+24
1857
$3K ﹤0.01%
980
+424
1858
$3K ﹤0.01%
+22
1859
$3K ﹤0.01%
72
-98
1860
$3K ﹤0.01%
75
+58
1861
$3K ﹤0.01%
971
+707
1862
$3K ﹤0.01%
138
1863
$3K ﹤0.01%
+116
1864
$3K ﹤0.01%
12
+11
1865
$3K ﹤0.01%
3,084
+2,766
1866
$3K ﹤0.01%
91
-72
1867
$3K ﹤0.01%
390
-231
1868
$3K ﹤0.01%
63
+13
1869
$3K ﹤0.01%
64
1870
$3K ﹤0.01%
21
1871
$3K ﹤0.01%
118
+2
1872
$3K ﹤0.01%
96
+21
1873
$3K ﹤0.01%
138
+12
1874
$3K ﹤0.01%
36
-2
1875
$3K ﹤0.01%
+781
73 74
75
76 77