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
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.18M
3
+$2.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$665K
3
+$658K
4
NKE icon
Nike
NKE
+$596K
5
ICE icon
Intercontinental Exchange
ICE
+$519K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.38%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$1K ﹤0.01%
579
+219
2277
$1K ﹤0.01%
+100
2278
$1K ﹤0.01%
123
-24
2279
$1K ﹤0.01%
47
2280
$1K ﹤0.01%
28
2281
$1K ﹤0.01%
+8
2282
$1K ﹤0.01%
18
2283
$1K ﹤0.01%
39
+20
2284
$1K ﹤0.01%
36
-91
2285
$1K ﹤0.01%
35
2286
$1K ﹤0.01%
160
2287
$1K ﹤0.01%
+8
2288
$1K ﹤0.01%
+58
2289
$1K ﹤0.01%
24
-97
2290
$1K ﹤0.01%
17
-20
2291
$1K ﹤0.01%
+15
2292
$1K ﹤0.01%
+16
2293
$1K ﹤0.01%
+130
2294
$1K ﹤0.01%
+7
2295
$1K ﹤0.01%
+218
2296
$1K ﹤0.01%
+14
2297
$1K ﹤0.01%
+5
2298
$1K ﹤0.01%
36
+28
2299
$1K ﹤0.01%
108
2300
$1K ﹤0.01%
12
+8
90 91
92
93 94