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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
2201
$1K ﹤0.01%
11
2202
$1K ﹤0.01%
+179
2203
$1K ﹤0.01%
4
2204
$1K ﹤0.01%
+11
2205
$1K ﹤0.01%
+30
2206
$1K ﹤0.01%
+20
2207
$1K ﹤0.01%
+28
2208
$1K ﹤0.01%
59
+30
2209
$1K ﹤0.01%
14
2210
$1K ﹤0.01%
32
-312
2211
$1K ﹤0.01%
56
+27
2212
$1K ﹤0.01%
16
+15
2213
$1K ﹤0.01%
20
2214
$1K ﹤0.01%
+65
2215
$1K ﹤0.01%
36
-22
2216
$1K ﹤0.01%
+93
2217
$1K ﹤0.01%
30
-115
2218
$1K ﹤0.01%
12
2219
$1K ﹤0.01%
25
2220
$1K ﹤0.01%
186
-163
2221
$1K ﹤0.01%
+261
2222
$1K ﹤0.01%
+346
2223
$1K ﹤0.01%
50
+37
2224
$1K ﹤0.01%
29
-101
2225
$1K ﹤0.01%
70
+12
87 88
89
90 91