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
2126
$2.78K ﹤0.01%
26
+1
2127
$2.77K ﹤0.01%
13
+2
2128
$2.77K ﹤0.01%
111
+69
2129
$2.77K ﹤0.01%
35
+33
2130
$2.77K ﹤0.01%
63
-32
2131
$2.76K ﹤0.01%
+351
2132
$2.75K ﹤0.01%
100
2133
$2.74K ﹤0.01%
80
-297
2134
$2.74K ﹤0.01%
540
-144
2135
$2.73K ﹤0.01%
23
-2
2136
$2.72K ﹤0.01%
74
+7
2137
$2.7K ﹤0.01%
155
-65
2138
$2.68K ﹤0.01%
431
2139
$2.68K ﹤0.01%
445
2140
$2.68K ﹤0.01%
239
-80
2141
$2.67K ﹤0.01%
122
2142
$2.67K ﹤0.01%
10
-15
2143
$2.64K ﹤0.01%
69
+46
2144
$2.63K ﹤0.01%
9
2145
$2.63K ﹤0.01%
94
2146
$2.62K ﹤0.01%
25
2147
$2.61K ﹤0.01%
28
2148
$2.61K ﹤0.01%
82
2149
$2.6K ﹤0.01%
986
+486
2150
$2.6K ﹤0.01%
+1,644
84 85
86
87 88