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
2176
$2.39K ﹤0.01%
85
-162
2177
$2.39K ﹤0.01%
52
-147
2178
$2.38K ﹤0.01%
1,642
2179
$2.38K ﹤0.01%
304
+232
2180
$2.37K ﹤0.01%
69
2181
$2.36K ﹤0.01%
178
-70
2182
$2.36K ﹤0.01%
+312
2183
$2.35K ﹤0.01%
75
2184
$2.35K ﹤0.01%
114
-115
2185
$2.35K ﹤0.01%
64
2186
$2.34K ﹤0.01%
81
+69
2187
$2.34K ﹤0.01%
24
-10
2188
$2.33K ﹤0.01%
115
2189
$2.32K ﹤0.01%
14
2190
$2.32K ﹤0.01%
29
2191
$2.3K ﹤0.01%
61
2192
$2.3K ﹤0.01%
68
2193
$2.3K ﹤0.01%
57
+6
2194
$2.29K ﹤0.01%
85
2195
$2.28K ﹤0.01%
10
2196
$2.28K ﹤0.01%
24
-91
2197
$2.27K ﹤0.01%
191
2198
$2.27K ﹤0.01%
343
2199
$2.27K ﹤0.01%
50
2200
$2.26K ﹤0.01%
32
86 87
88
89 90