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
1851
$5.58K ﹤0.01%
551
1852
$5.55K ﹤0.01%
352
+44
1853
$5.54K ﹤0.01%
155
-102
1854
$5.51K ﹤0.01%
504
-276
1855
$5.51K ﹤0.01%
77
-27
1856
$5.47K ﹤0.01%
1,055
+489
1857
$5.47K ﹤0.01%
107
1858
$5.46K ﹤0.01%
117
+18
1859
$5.46K ﹤0.01%
247
+3
1860
$5.45K ﹤0.01%
141
1861
$5.42K ﹤0.01%
221
1862
$5.41K ﹤0.01%
55
1863
$5.4K ﹤0.01%
80
+3
1864
$5.4K ﹤0.01%
349
1865
$5.39K ﹤0.01%
68
+1
1866
$5.38K ﹤0.01%
29
1867
$5.37K ﹤0.01%
50
-20
1868
$5.37K ﹤0.01%
480
+88
1869
$5.35K ﹤0.01%
1,419
-1,199
1870
$5.32K ﹤0.01%
168
1871
$5.31K ﹤0.01%
339
1872
$5.3K ﹤0.01%
785
1873
$5.26K ﹤0.01%
296
1874
$5.26K ﹤0.01%
20
1875
$5.25K ﹤0.01%
382
+168
73 74
75
76 77