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
2351
$1K ﹤0.01%
86
-45
2352
$1K ﹤0.01%
+15
2353
$1K ﹤0.01%
+179
2354
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4
2355
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20
-11
2356
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+6
2357
$1K ﹤0.01%
132
-35
2358
$1K ﹤0.01%
67
-62
2359
$1K ﹤0.01%
+247
2360
$1K ﹤0.01%
71
+34
2361
$1K ﹤0.01%
+136
2362
$1K ﹤0.01%
+150
2363
$1K ﹤0.01%
+11
2364
$1K ﹤0.01%
32
-154
2365
$1K ﹤0.01%
+15
2366
$1K ﹤0.01%
+52
2367
$1K ﹤0.01%
13
-9
2368
$1K ﹤0.01%
126
2369
$1K ﹤0.01%
+8
2370
$1K ﹤0.01%
+6
2371
$1K ﹤0.01%
130
-539
2372
$1K ﹤0.01%
4
+1
2373
$1K ﹤0.01%
60
-90
2374
$1K ﹤0.01%
94
2375
$1K ﹤0.01%
42
93 94
95
96 97