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
2151
$2.59K ﹤0.01%
69
+1
2152
$2.58K ﹤0.01%
189
-658
2153
$2.57K ﹤0.01%
116
+12
2154
$2.57K ﹤0.01%
24
2155
$2.56K ﹤0.01%
59
+21
2156
$2.54K ﹤0.01%
72
+30
2157
$2.54K ﹤0.01%
125
2158
$2.54K ﹤0.01%
139
+104
2159
$2.54K ﹤0.01%
411
2160
$2.53K ﹤0.01%
111
2161
$2.53K ﹤0.01%
230
2162
$2.52K ﹤0.01%
108
2163
$2.52K ﹤0.01%
38
2164
$2.47K ﹤0.01%
115
2165
$2.47K ﹤0.01%
43
2166
$2.46K ﹤0.01%
76
+35
2167
$2.46K ﹤0.01%
366
2168
$2.45K ﹤0.01%
113
+60
2169
$2.45K ﹤0.01%
762
+229
2170
$2.44K ﹤0.01%
245
2171
$2.42K ﹤0.01%
+187
2172
$2.41K ﹤0.01%
69
2173
$2.4K ﹤0.01%
160
+98
2174
$2.4K ﹤0.01%
93
+9
2175
$2.4K ﹤0.01%
26
85 86
87
88 89