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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
2251
$1K ﹤0.01%
11
-15
2252
$1K ﹤0.01%
39
+30
2253
$1K ﹤0.01%
34
+12
2254
$1K ﹤0.01%
26
+15
2255
$1K ﹤0.01%
54
-55
2256
$1K ﹤0.01%
+51
2257
$1K ﹤0.01%
152
+93
2258
$1K ﹤0.01%
+335
2259
$1K ﹤0.01%
155
-79
2260
$1K ﹤0.01%
+61
2261
$1K ﹤0.01%
93
-1
2262
$1K ﹤0.01%
29
-6
2263
$1K ﹤0.01%
+71
2264
$1K ﹤0.01%
+232
2265
$1K ﹤0.01%
+23
2266
$1K ﹤0.01%
73
-69
2267
$1K ﹤0.01%
12
+2
2268
$1K ﹤0.01%
+189
2269
$1K ﹤0.01%
1
-4
2270
$1K ﹤0.01%
24
+13
2271
$1K ﹤0.01%
+22
2272
$1K ﹤0.01%
7
+6
2273
$1K ﹤0.01%
5
+2
2274
$1K ﹤0.01%
42
+28
2275
$1K ﹤0.01%
171
-156
89 90
91
92 93