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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
2276
$1K ﹤0.01%
+1
2277
$1K ﹤0.01%
37
-43
2278
$1K ﹤0.01%
77
-6
2279
$1K ﹤0.01%
+173
2280
$1K ﹤0.01%
38
-60
2281
$1K ﹤0.01%
+16
2282
$1K ﹤0.01%
18
-48
2283
$1K ﹤0.01%
14
+8
2284
$1K ﹤0.01%
190
-926
2285
$1K ﹤0.01%
19
-303
2286
$1K ﹤0.01%
11
-41
2287
$1K ﹤0.01%
46
-105
2288
$1K ﹤0.01%
+756
2289
$1K ﹤0.01%
+23
2290
$1K ﹤0.01%
221
+128
2291
$1K ﹤0.01%
116
-162
2292
$1K ﹤0.01%
68
-25
2293
$1K ﹤0.01%
115
+50
2294
$1K ﹤0.01%
+214
2295
$1K ﹤0.01%
941
-115
2296
$1K ﹤0.01%
+202
2297
$1K ﹤0.01%
+326
2298
$1K ﹤0.01%
42
+2
2299
$1K ﹤0.01%
+96
2300
$1K ﹤0.01%
+27
90 91
92
93 94