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
2276
$1.81K ﹤0.01%
146
2277
$1.8K ﹤0.01%
16
2278
$1.79K ﹤0.01%
158
2279
$1.79K ﹤0.01%
+290
2280
$1.78K ﹤0.01%
+165
2281
$1.78K ﹤0.01%
96
2282
$1.78K ﹤0.01%
27
2283
$1.78K ﹤0.01%
544
2284
$1.78K ﹤0.01%
55
-164
2285
$1.77K ﹤0.01%
62
2286
$1.77K ﹤0.01%
50
-7
2287
$1.77K ﹤0.01%
+22
2288
$1.77K ﹤0.01%
47
2289
$1.76K ﹤0.01%
153
-167
2290
$1.76K ﹤0.01%
55
2291
$1.75K ﹤0.01%
14
2292
$1.74K ﹤0.01%
29
2293
$1.74K ﹤0.01%
47
2294
$1.73K ﹤0.01%
+114
2295
$1.73K ﹤0.01%
124
2296
$1.73K ﹤0.01%
89
-121
2297
$1.72K ﹤0.01%
28
2298
$1.7K ﹤0.01%
55
2299
$1.7K ﹤0.01%
11
-41
2300
$1.69K ﹤0.01%
137
-96
90 91
92
93 94