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
2201
$2.26K ﹤0.01%
30
2202
$2.24K ﹤0.01%
105
+23
2203
$2.24K ﹤0.01%
93
2204
$2.22K ﹤0.01%
62
2205
$2.22K ﹤0.01%
18
2206
$2.22K ﹤0.01%
199
2207
$2.21K ﹤0.01%
44
-50
2208
$2.21K ﹤0.01%
60
-5
2209
$2.21K ﹤0.01%
+345
2210
$2.2K ﹤0.01%
103
2211
$2.19K ﹤0.01%
357
-429
2212
$2.19K ﹤0.01%
242
2213
$2.18K ﹤0.01%
+138
2214
$2.18K ﹤0.01%
527
2215
$2.18K ﹤0.01%
32
2216
$2.17K ﹤0.01%
123
2217
$2.17K ﹤0.01%
68
2218
$2.14K ﹤0.01%
155
-24
2219
$2.14K ﹤0.01%
65
-6
2220
$2.13K ﹤0.01%
146
-436
2221
$2.12K ﹤0.01%
33
+1
2222
$2.12K ﹤0.01%
30
-15
2223
$2.1K ﹤0.01%
116
-160
2224
$2.08K ﹤0.01%
90
2225
$2.08K ﹤0.01%
157
87 88
89
90 91