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LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
+$5.24M
2
+$3.49M
3
+$3.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M

Top Sells

1
+$1.03M
2
+$772K
3
+$728K
4
KMI icon
Kinder Morgan
KMI
+$708K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$594K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.39%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$1K ﹤0.01%
25
+20
2377
$1K ﹤0.01%
16
+1
2378
$1K ﹤0.01%
+42
2379
$1K ﹤0.01%
113
-50
2380
$1K ﹤0.01%
+18
2381
$1K ﹤0.01%
28
+19
2382
$1K ﹤0.01%
65
-26
2383
$1K ﹤0.01%
46
-73
2384
$1K ﹤0.01%
17
+9
2385
$1K ﹤0.01%
10
+5
2386
$1K ﹤0.01%
+15
2387
$1K ﹤0.01%
114
-124
2388
$1K ﹤0.01%
+130
2389
$1K ﹤0.01%
+5
2390
$1K ﹤0.01%
79
+62
2391
$1K ﹤0.01%
20
-11
2392
$1K ﹤0.01%
+6
2393
$1K ﹤0.01%
132
-35
2394
$1K ﹤0.01%
4
-5
2395
$1K ﹤0.01%
+247
2396
$1K ﹤0.01%
71
+34
2397
$1K ﹤0.01%
+27
2398
$1K ﹤0.01%
32
-154
2399
$1K ﹤0.01%
+15
2400
$1K ﹤0.01%
+52
94 95
96
97 98