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
2251
$1.92K ﹤0.01%
107
-247
2252
$1.92K ﹤0.01%
176
2253
$1.91K ﹤0.01%
27
+1
2254
$1.91K ﹤0.01%
38
2255
$1.9K ﹤0.01%
400
2256
$1.9K ﹤0.01%
36
2257
$1.9K ﹤0.01%
59
2258
$1.9K ﹤0.01%
15
-1,500
2259
$1.89K ﹤0.01%
7
+1
2260
$1.89K ﹤0.01%
23
2261
$1.89K ﹤0.01%
154
-688
2262
$1.89K ﹤0.01%
539
2263
$1.89K ﹤0.01%
20
+1
2264
$1.88K ﹤0.01%
69
2265
$1.88K ﹤0.01%
+119
2266
$1.87K ﹤0.01%
81
2267
$1.87K ﹤0.01%
13
2268
$1.86K ﹤0.01%
113
+3
2269
$1.86K ﹤0.01%
148
2270
$1.84K ﹤0.01%
267
2271
$1.83K ﹤0.01%
161
2272
$1.83K ﹤0.01%
43
2273
$1.83K ﹤0.01%
8
-4
2274
$1.82K ﹤0.01%
38
-55
2275
$1.81K ﹤0.01%
139
89 90
91
92 93