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
2326
$1.54K ﹤0.01%
11
2327
$1.52K ﹤0.01%
30
2328
$1.52K ﹤0.01%
196
2329
$1.52K ﹤0.01%
125
-336
2330
$1.52K ﹤0.01%
27
-12
2331
$1.52K ﹤0.01%
132
2332
$1.52K ﹤0.01%
+421
2333
$1.51K ﹤0.01%
18
2334
$1.51K ﹤0.01%
22
+9
2335
$1.51K ﹤0.01%
69
2336
$1.49K ﹤0.01%
496
+413
2337
$1.49K ﹤0.01%
78
2338
$1.49K ﹤0.01%
35
2339
$1.46K ﹤0.01%
19
2340
$1.46K ﹤0.01%
44
2341
$1.45K ﹤0.01%
199
2342
$1.44K ﹤0.01%
60
2343
$1.44K ﹤0.01%
10
2344
$1.44K ﹤0.01%
23
2345
$1.44K ﹤0.01%
57
-20
2346
$1.43K ﹤0.01%
17
-19
2347
$1.42K ﹤0.01%
14
2348
$1.41K ﹤0.01%
27
+1
2349
$1.4K ﹤0.01%
69
2350
$1.4K ﹤0.01%
189
92 93
94
95 96