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
2026
$3.77K ﹤0.01%
80
-221
2027
$3.76K ﹤0.01%
533
+440
2028
$3.72K ﹤0.01%
310
2029
$3.72K ﹤0.01%
143
+77
2030
$3.71K ﹤0.01%
198
2031
$3.7K ﹤0.01%
192
-23
2032
$3.7K ﹤0.01%
159
2033
$3.68K ﹤0.01%
83
-12
2034
$3.66K ﹤0.01%
74
2035
$3.65K ﹤0.01%
309
-3,624
2036
$3.62K ﹤0.01%
79
+7
2037
$3.62K ﹤0.01%
108
2038
$3.61K ﹤0.01%
703
2039
$3.61K ﹤0.01%
2,285
2040
$3.6K ﹤0.01%
387
-255
2041
$3.6K ﹤0.01%
362
2042
$3.6K ﹤0.01%
208
+104
2043
$3.58K ﹤0.01%
304
-272
2044
$3.58K ﹤0.01%
1,058
2045
$3.56K ﹤0.01%
40
2046
$3.54K ﹤0.01%
34
2047
$3.52K ﹤0.01%
78
2048
$3.52K ﹤0.01%
157
2049
$3.49K ﹤0.01%
58
2050
$3.49K ﹤0.01%
141
+97
80 81
82
83 84