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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
2126
$2K ﹤0.01%
19
+13
2127
$2K ﹤0.01%
+97
2128
$2K ﹤0.01%
16
-64
2129
$2K ﹤0.01%
57
+22
2130
$2K ﹤0.01%
30
+19
2131
$2K ﹤0.01%
83
2132
$2K ﹤0.01%
125
2133
$2K ﹤0.01%
38
+15
2134
$2K ﹤0.01%
225
-230
2135
$2K ﹤0.01%
63
+41
2136
$2K ﹤0.01%
100
+24
2137
$2K ﹤0.01%
113
+12
2138
$2K ﹤0.01%
77
+9
2139
$2K ﹤0.01%
134
+63
2140
$2K ﹤0.01%
268
-79
2141
$2K ﹤0.01%
185
-147
2142
$2K ﹤0.01%
35
+7
2143
$2K ﹤0.01%
7
-2
2144
$2K ﹤0.01%
227
2145
$2K ﹤0.01%
19
-50
2146
$2K ﹤0.01%
32
+17
2147
$2K ﹤0.01%
357
+159
2148
$2K ﹤0.01%
95
+67
2149
$2K ﹤0.01%
+187
2150
$2K ﹤0.01%
8
-1
84 85
86
87 88