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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
2151
$2K ﹤0.01%
36
+14
2152
$2K ﹤0.01%
11
-3
2153
$2K ﹤0.01%
+39
2154
$2K ﹤0.01%
18
+1
2155
$2K ﹤0.01%
164
-21
2156
$2K ﹤0.01%
58
2157
$2K ﹤0.01%
124
2158
$2K ﹤0.01%
66
-254
2159
$2K ﹤0.01%
50
2160
$2K ﹤0.01%
47
+31
2161
$2K ﹤0.01%
22
+19
2162
$2K ﹤0.01%
+193
2163
$2K ﹤0.01%
+62
2164
$2K ﹤0.01%
52
+8
2165
$2K ﹤0.01%
81
+59
2166
$2K ﹤0.01%
3
2167
$2K ﹤0.01%
93
2168
$2K ﹤0.01%
+40
2169
$2K ﹤0.01%
41
+11
2170
$2K ﹤0.01%
+139
2171
$2K ﹤0.01%
81
-2
2172
$2K ﹤0.01%
184
-40
2173
$2K ﹤0.01%
230
+102
2174
$2K ﹤0.01%
+46
2175
$2K ﹤0.01%
55
+4
85 86
87
88 89