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
2101
$2.98K ﹤0.01%
87
+48
2102
$2.98K ﹤0.01%
106
+33
2103
$2.98K ﹤0.01%
35
2104
$2.97K ﹤0.01%
204
2105
$2.96K ﹤0.01%
35
2106
$2.96K ﹤0.01%
1,200
2107
$2.96K ﹤0.01%
212
+149
2108
$2.95K ﹤0.01%
366
+225
2109
$2.94K ﹤0.01%
56
-33
2110
$2.94K ﹤0.01%
67
2111
$2.92K ﹤0.01%
116
+2
2112
$2.92K ﹤0.01%
24
-11
2113
$2.89K ﹤0.01%
274
2114
$2.88K ﹤0.01%
164
2115
$2.87K ﹤0.01%
198
+86
2116
$2.87K ﹤0.01%
285
-98
2117
$2.86K ﹤0.01%
487
-320
2118
$2.86K ﹤0.01%
49
+45
2119
$2.85K ﹤0.01%
34
2120
$2.83K ﹤0.01%
205
-311
2121
$2.83K ﹤0.01%
341
-106
2122
$2.82K ﹤0.01%
636
2123
$2.81K ﹤0.01%
7
2124
$2.8K ﹤0.01%
76
2125
$2.79K ﹤0.01%
59
+7
83 84
85
86 87