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
176
$673K 0.06%
11,574
+271
177
$667K 0.06%
2,574
+87
178
$663K 0.06%
5,403
+56
179
$656K 0.06%
2,109
+60
180
$651K 0.06%
2,210
+47
181
$650K 0.06%
11,090
+10,758
182
$642K 0.06%
8,044
-969
183
$634K 0.06%
1
184
$631K 0.06%
3,069
185
$616K 0.06%
2,887
+38
186
$608K 0.06%
1,133
+19
187
$593K 0.06%
2,604
+414
188
$593K 0.06%
5,970
+78
189
$587K 0.05%
4,466
+210
190
$582K 0.05%
2,312
+152
191
$581K 0.05%
7,535
+985
192
$580K 0.05%
3,550
+59
193
$578K 0.05%
1,448
+52
194
$574K 0.05%
2,396
195
$574K 0.05%
3,023
+493
196
$572K 0.05%
14,062
-1,050
197
$570K 0.05%
13,060
-1,030
198
$570K 0.05%
6,061
-335
199
$569K 0.05%
41,702
+2,831
200
$567K 0.05%
6,292
+184
6 7
8
9 10