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
2051
$3.48K ﹤0.01%
163
+114
2052
$3.46K ﹤0.01%
40
2053
$3.45K ﹤0.01%
227
2054
$3.44K ﹤0.01%
57
2055
$3.43K ﹤0.01%
192
2056
$3.42K ﹤0.01%
76
2057
$3.42K ﹤0.01%
94
2058
$3.41K ﹤0.01%
60
2059
$3.41K ﹤0.01%
25
+1
2060
$3.39K ﹤0.01%
26
2061
$3.36K ﹤0.01%
159
+3
2062
$3.36K ﹤0.01%
+436
2063
$3.35K ﹤0.01%
634
+72
2064
$3.35K ﹤0.01%
318
2065
$3.32K ﹤0.01%
84
2066
$3.32K ﹤0.01%
93
2067
$3.32K ﹤0.01%
99
2068
$3.32K ﹤0.01%
328
2069
$3.32K ﹤0.01%
71
-41
2070
$3.28K ﹤0.01%
110
+7
2071
$3.27K ﹤0.01%
187
2072
$3.24K ﹤0.01%
92
2073
$3.23K ﹤0.01%
+106
2074
$3.2K ﹤0.01%
32
2075
$3.2K ﹤0.01%
17
81 82
83
84 85