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
$265M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,963
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$968K
3 +$915K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$529K
5
VTV icon
Vanguard Value ETF
VTV
+$382K

Sector Composition

1 Financials 9.13%
2 Technology 8.55%
3 Healthcare 3.83%
4 Consumer Staples 2.53%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
-3,500
1952
0
1953
-132
1954
-159
1955
-27
1956
-5
1957
$0 ﹤0.01%
21
1958
$0 ﹤0.01%
+248
1959
-8,000
1960
$0 ﹤0.01%
+183
1961
$0 ﹤0.01%
3
1962
$0 ﹤0.01%
25
1963
0