LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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
1926
$4.65K ﹤0.01%
519
-74
1927
$4.63K ﹤0.01%
843
1928
$4.63K ﹤0.01%
332
+97
1929
$4.62K ﹤0.01%
209
1930
$4.61K ﹤0.01%
633
1931
$4.58K ﹤0.01%
49
1932
$4.58K ﹤0.01%
437
1933
$4.56K ﹤0.01%
204
1934
$4.54K ﹤0.01%
+1,006
1935
$4.54K ﹤0.01%
200
1936
$4.54K ﹤0.01%
+245
1937
$4.53K ﹤0.01%
95
+48
1938
$4.51K ﹤0.01%
357
-9
1939
$4.5K ﹤0.01%
185
-12
1940
$4.49K ﹤0.01%
200
1941
$4.48K ﹤0.01%
128
1942
$4.46K ﹤0.01%
251
-38
1943
$4.46K ﹤0.01%
54
+12
1944
$4.46K ﹤0.01%
72
1945
$4.43K ﹤0.01%
284
1946
$4.43K ﹤0.01%
132
1947
$4.43K ﹤0.01%
36
1948
$4.41K ﹤0.01%
38
1949
$4.39K ﹤0.01%
26
1950
$4.38K ﹤0.01%
109
+7
76 77
78
79 80