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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
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.49M
3
+$3.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M

Top Sells

1
+$1.03M
2
+$772K
3
+$728K
4
KMI icon
Kinder Morgan
KMI
+$708K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$594K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.39%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$2K ﹤0.01%
148
-14
2052
$2K ﹤0.01%
+226
2053
$2K ﹤0.01%
100
2054
$2K ﹤0.01%
+127
2055
$2K ﹤0.01%
26
+12
2056
$2K ﹤0.01%
109
+14
2057
$2K ﹤0.01%
107
2058
$2K ﹤0.01%
+170
2059
$2K ﹤0.01%
37
+1
2060
$2K ﹤0.01%
20
2061
$2K ﹤0.01%
179
+147
2062
$2K ﹤0.01%
112
+62
2063
$2K ﹤0.01%
11
+3
2064
$2K ﹤0.01%
253
-18
2065
$2K ﹤0.01%
68
2066
– –
0
2067
$2K ﹤0.01%
137
+41
2068
$2K ﹤0.01%
+7
2069
$2K ﹤0.01%
168
-41
2070
$2K ﹤0.01%
41
+16
2071
$2K ﹤0.01%
178
2072
$2K ﹤0.01%
142
-90
2073
$2K ﹤0.01%
+79
2074
$2K ﹤0.01%
81
+48
2075
$2K ﹤0.01%
76
81 82
83
84 85