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
2351
$1.4K ﹤0.01%
8
2352
$1.4K ﹤0.01%
20
2353
$1.4K ﹤0.01%
76
-87
2354
$1.39K ﹤0.01%
68
2355
$1.39K ﹤0.01%
3
-2
2356
$1.38K ﹤0.01%
185
-1,393
2357
$1.36K ﹤0.01%
+156
2358
$1.35K ﹤0.01%
+714
2359
$1.34K ﹤0.01%
92
2360
$1.34K ﹤0.01%
38
2361
$1.33K ﹤0.01%
24
-1
2362
$1.32K ﹤0.01%
45
-325
2363
$1.32K ﹤0.01%
57
2364
$1.32K ﹤0.01%
55
2365
$1.31K ﹤0.01%
70
-83
2366
$1.3K ﹤0.01%
14
-33
2367
$1.3K ﹤0.01%
15
+7
2368
$1.29K ﹤0.01%
150
2369
$1.29K ﹤0.01%
46
2370
$1.29K ﹤0.01%
17
2371
$1.28K ﹤0.01%
12
2372
$1.27K ﹤0.01%
+50
2373
$1.26K ﹤0.01%
19
2374
$1.25K ﹤0.01%
13
2375
$1.25K ﹤0.01%
134
93 94
95
96 97