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
2301
$1.69K ﹤0.01%
37
2302
$1.68K ﹤0.01%
8
-14
2303
$1.67K ﹤0.01%
49
2304
$1.66K ﹤0.01%
43
+5
2305
$1.66K ﹤0.01%
+51
2306
$1.66K ﹤0.01%
98
2307
$1.65K ﹤0.01%
73
2308
$1.62K ﹤0.01%
31
-65
2309
$1.62K ﹤0.01%
23
2310
$1.61K ﹤0.01%
22
2311
$1.61K ﹤0.01%
240
2312
$1.6K ﹤0.01%
37
2313
$1.59K ﹤0.01%
11
-8
2314
$1.58K ﹤0.01%
83
+3
2315
$1.58K ﹤0.01%
75
2316
$1.57K ﹤0.01%
14
2317
$1.57K ﹤0.01%
104
-412
2318
$1.56K ﹤0.01%
7
+1
2319
$1.56K ﹤0.01%
64
2320
$1.56K ﹤0.01%
56
2321
$1.55K ﹤0.01%
23
2322
$1.55K ﹤0.01%
+34
2323
$1.55K ﹤0.01%
125
2324
$1.55K ﹤0.01%
66
-7
2325
$1.54K ﹤0.01%
78
91 92
93
94 95