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
1876
$5.25K ﹤0.01%
160
1877
$5.22K ﹤0.01%
31
-56
1878
$5.21K ﹤0.01%
21
+2
1879
$5.19K ﹤0.01%
69
1880
$5.18K ﹤0.01%
+2,071
1881
$5.18K ﹤0.01%
567
-338
1882
$5.16K ﹤0.01%
53
+3
1883
$5.16K ﹤0.01%
122
1884
$5.14K ﹤0.01%
66
1885
$5.13K ﹤0.01%
272
-239
1886
$5.08K ﹤0.01%
94
+71
1887
$5.07K ﹤0.01%
27
1888
$5.06K ﹤0.01%
46
1889
$5.04K ﹤0.01%
41
+11
1890
$5K ﹤0.01%
+173
1891
$5K ﹤0.01%
976
+876
1892
$4.96K ﹤0.01%
70
1893
$4.96K ﹤0.01%
291
1894
$4.96K ﹤0.01%
37
1895
$4.95K ﹤0.01%
93
+5
1896
$4.92K ﹤0.01%
13
1897
$4.91K ﹤0.01%
62
-19
1898
$4.91K ﹤0.01%
136
1899
$4.91K ﹤0.01%
49
-11
1900
$4.9K ﹤0.01%
152
+55