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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
$648M
AUM Growth
-$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,699
New
Increased
Reduced
Closed

Sector Composition

1 Financials 14.19%
2 Technology 12.41%
3 Healthcare 4.56%
4 Consumer Discretionary 4.33%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$2K ﹤0.01%
100
+77
2027
$2K ﹤0.01%
58
-53
2028
$2K ﹤0.01%
+116
2029
$2K ﹤0.01%
48
2030
$2K ﹤0.01%
+556
2031
$2K ﹤0.01%
+8
2032
$2K ﹤0.01%
+101
2033
$2K ﹤0.01%
20
-53
2034
$2K ﹤0.01%
15
2035
$2K ﹤0.01%
+70
2036
$2K ﹤0.01%
+60
2037
$2K ﹤0.01%
37
-70
2038
$2K ﹤0.01%
+105
2039
$2K ﹤0.01%
63
2040
$2K ﹤0.01%
+63
2041
$2K ﹤0.01%
40
2042
$2K ﹤0.01%
44
-462
2043
$2K ﹤0.01%
40
2044
$2K ﹤0.01%
245
2045
$2K ﹤0.01%
+20
2046
$2K ﹤0.01%
19
+7
2047
$2K ﹤0.01%
215
+214
2048
$2K ﹤0.01%
54
+38
2049
$2K ﹤0.01%
+116
2050
$2K ﹤0.01%
+55