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
2001
$3.96K ﹤0.01%
215
2002
$3.95K ﹤0.01%
91
+22
2003
$3.93K ﹤0.01%
907
2004
$3.91K ﹤0.01%
+340
2005
$3.91K ﹤0.01%
1,303
+997
2006
$3.9K ﹤0.01%
214
2007
$3.89K ﹤0.01%
165
2008
$3.88K ﹤0.01%
1,129
-186
2009
$3.88K ﹤0.01%
603
-14
2010
$3.88K ﹤0.01%
301
-801
2011
$3.87K ﹤0.01%
2,481
-3,060
2012
$3.86K ﹤0.01%
213
-188
2013
$3.86K ﹤0.01%
340
-560
2014
$3.86K ﹤0.01%
252
2015
$3.86K ﹤0.01%
62
2016
$3.86K ﹤0.01%
416
2017
$3.85K ﹤0.01%
80
2018
$3.85K ﹤0.01%
282
+7
2019
$3.84K ﹤0.01%
5
2020
$3.82K ﹤0.01%
63
+25
2021
$3.81K ﹤0.01%
172
2022
$3.79K ﹤0.01%
1,137
2023
$3.78K ﹤0.01%
238
2024
$3.77K ﹤0.01%
16
2025
$3.77K ﹤0.01%
60
+23
79 80
81
82 83