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
1976
$4.16K ﹤0.01%
69
+1
1977
$4.16K ﹤0.01%
99
1978
$4.15K ﹤0.01%
79
1979
$4.15K ﹤0.01%
26
+1
1980
$4.15K ﹤0.01%
200
1981
$4.13K ﹤0.01%
311
-111
1982
$4.11K ﹤0.01%
107
1983
$4.08K ﹤0.01%
271
1984
$4.07K ﹤0.01%
174
+2
1985
$4.07K ﹤0.01%
138
-12
1986
$4.07K ﹤0.01%
107
-53
1987
$4.07K ﹤0.01%
659
1988
$4.06K ﹤0.01%
33
-1
1989
$4.05K ﹤0.01%
70
+6
1990
$4.05K ﹤0.01%
122
+48
1991
$4.05K ﹤0.01%
266
1992
$4.04K ﹤0.01%
857
-164
1993
$4.02K ﹤0.01%
55
1994
$4.02K ﹤0.01%
88
1995
$4.01K ﹤0.01%
129
+115
1996
$4K ﹤0.01%
141
1997
$4K ﹤0.01%
150
+20
1998
$3.99K ﹤0.01%
661
-111
1999
$3.99K ﹤0.01%
38
+30
2000
$3.97K ﹤0.01%
26
78 79
80
81 82