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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
1951
$3K ﹤0.01%
274
+29
1952
$3K ﹤0.01%
234
+114
1953
$3K ﹤0.01%
+34
1954
$3K ﹤0.01%
+17
1955
$3K ﹤0.01%
159
-121
1956
$3K ﹤0.01%
145
-88
1957
$3K ﹤0.01%
80
-40
1958
$3K ﹤0.01%
611
+261
1959
$3K ﹤0.01%
89
+13
1960
$3K ﹤0.01%
147
-58
1961
$3K ﹤0.01%
120
+108
1962
$3K ﹤0.01%
3
+1
1963
$2K ﹤0.01%
107
1964
$2K ﹤0.01%
76
1965
$2K ﹤0.01%
346
+300
1966
$2K ﹤0.01%
+157
1967
$2K ﹤0.01%
42
-16
1968
$2K ﹤0.01%
173
+127
1969
$2K ﹤0.01%
22
+9
1970
$2K ﹤0.01%
21
+10
1971
$2K ﹤0.01%
60
-51
1972
$2K ﹤0.01%
+38
1973
$2K ﹤0.01%
89
1974
$2K ﹤0.01%
40
+21
1975
$2K ﹤0.01%
35
+11
77 78
79
80 81