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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3.8K ﹤0.01%
38
-43
2027
$3.79K ﹤0.01%
99
+24
2028
$3.79K ﹤0.01%
153
+71
2029
$3.78K ﹤0.01%
716
+634
2030
$3.77K ﹤0.01%
30
2031
$3.74K ﹤0.01%
60
-10
2032
$3.72K ﹤0.01%
+160
2033
$3.71K ﹤0.01%
57
-22
2034
$3.71K ﹤0.01%
+172
2035
$3.71K ﹤0.01%
40
2036
$3.71K ﹤0.01%
271
2037
$3.7K ﹤0.01%
114
2038
$3.69K ﹤0.01%
562
+445
2039
$3.68K ﹤0.01%
219
-20
2040
$3.66K ﹤0.01%
172
-148
2041
$3.66K ﹤0.01%
4,610
2042
$3.65K ﹤0.01%
418
2043
$3.64K ﹤0.01%
26
2044
$3.64K ﹤0.01%
36
-2
2045
$3.63K ﹤0.01%
128
+31
2046
$3.63K ﹤0.01%
+238
2047
$3.63K ﹤0.01%
88
-13
2048
$3.62K ﹤0.01%
45
-64
2049
$3.62K ﹤0.01%
+25
2050
$3.6K ﹤0.01%
80
+59
80 81
82
83 84