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
1951
$4.37K ﹤0.01%
285
-1,163
1952
$4.37K ﹤0.01%
2,818
-670
1953
$4.36K ﹤0.01%
32
-24
1954
$4.34K ﹤0.01%
41
1955
$4.32K ﹤0.01%
330
1956
$4.32K ﹤0.01%
84
1957
$4.3K ﹤0.01%
310
1958
$4.3K ﹤0.01%
147
1959
$4.29K ﹤0.01%
58
1960
$4.27K ﹤0.01%
38
1961
$4.27K ﹤0.01%
488
-671
1962
$4.27K ﹤0.01%
79
1963
$4.26K ﹤0.01%
499
1964
$4.25K ﹤0.01%
159
-286
1965
$4.25K ﹤0.01%
149
-90
1966
$4.23K ﹤0.01%
852
+597
1967
$4.22K ﹤0.01%
90
1968
$4.21K ﹤0.01%
144
1969
$4.2K ﹤0.01%
97
1970
$4.2K ﹤0.01%
196
1971
$4.2K ﹤0.01%
843
+87
1972
$4.19K ﹤0.01%
465
-337
1973
$4.19K ﹤0.01%
46
1974
$4.18K ﹤0.01%
146
-199
1975
$4.17K ﹤0.01%
+67
77 78
79
80 81