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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
1976
$2K ﹤0.01%
10
+2
1977
$2K ﹤0.01%
117
1978
$2K ﹤0.01%
+86
1979
$2K ﹤0.01%
107
1980
$2K ﹤0.01%
87
+22
1981
$2K ﹤0.01%
375
-38
1982
$2K ﹤0.01%
11
-6
1983
$2K ﹤0.01%
311
+234
1984
$2K ﹤0.01%
+351
1985
$2K ﹤0.01%
569
+525
1986
$2K ﹤0.01%
58
+14
1987
$2K ﹤0.01%
443
-403
1988
$2K ﹤0.01%
70
+61
1989
$2K ﹤0.01%
+114
1990
$2K ﹤0.01%
22
-9
1991
$2K ﹤0.01%
100
1992
$2K ﹤0.01%
+30
1993
$2K ﹤0.01%
62
-13
1994
$2K ﹤0.01%
45
1995
$2K ﹤0.01%
47
+42
1996
$2K ﹤0.01%
+113
1997
$2K ﹤0.01%
104
+49
1998
$2K ﹤0.01%
23
+16
1999
$2K ﹤0.01%
+62
2000
$2K ﹤0.01%
34
-5
78 79
80
81 82