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
2076
$3.2K ﹤0.01%
531
2077
$3.18K ﹤0.01%
161
2078
$3.18K ﹤0.01%
657
+134
2079
$3.18K ﹤0.01%
85
2080
$3.16K ﹤0.01%
62
-32
2081
$3.16K ﹤0.01%
+162
2082
$3.15K ﹤0.01%
159
-107
2083
$3.15K ﹤0.01%
34
2084
$3.14K ﹤0.01%
282
2085
$3.13K ﹤0.01%
60
-16
2086
$3.13K ﹤0.01%
+288
2087
$3.13K ﹤0.01%
51
-9
2088
$3.1K ﹤0.01%
90
-45
2089
$3.1K ﹤0.01%
176
2090
$3.1K ﹤0.01%
511
+9
2091
$3.09K ﹤0.01%
43
2092
$3.09K ﹤0.01%
96
-33
2093
$3.07K ﹤0.01%
1,247
+515
2094
$3.06K ﹤0.01%
217
2095
$3.04K ﹤0.01%
78
-110
2096
$3.03K ﹤0.01%
23
2097
$3.01K ﹤0.01%
77
2098
$3K ﹤0.01%
164
2099
$3K ﹤0.01%
123
+58
2100
$2.99K ﹤0.01%
200
82 83
84
85 86