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
2226
$2.08K ﹤0.01%
+290
2227
$2.07K ﹤0.01%
102
2228
$2.05K ﹤0.01%
111
+2
2229
$2.04K ﹤0.01%
37
+2
2230
$2.04K ﹤0.01%
+53
2231
$2.03K ﹤0.01%
71
2232
$2.03K ﹤0.01%
21
2233
$2.02K ﹤0.01%
91
2234
$2.02K ﹤0.01%
161
2235
$2.02K ﹤0.01%
124
+11
2236
$2.02K ﹤0.01%
298
-2,014
2237
$2.01K ﹤0.01%
+28
2238
$2.01K ﹤0.01%
93
2239
$2.01K ﹤0.01%
125
2240
$2K ﹤0.01%
258
+5
2241
$1.99K ﹤0.01%
63
2242
$1.98K ﹤0.01%
133
-86
2243
$1.97K ﹤0.01%
88
-109
2244
$1.97K ﹤0.01%
73
-188
2245
$1.96K ﹤0.01%
13
2246
$1.95K ﹤0.01%
184
2247
$1.95K ﹤0.01%
13
2248
$1.94K ﹤0.01%
40
2249
$1.93K ﹤0.01%
148
-158
2250
$1.93K ﹤0.01%
698
-246
88 89
90
91 92