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
2376
$1.25K ﹤0.01%
201
2377
$1.25K ﹤0.01%
94
-42
2378
$1.25K ﹤0.01%
32
2379
$1.25K ﹤0.01%
28
2380
$1.25K ﹤0.01%
30
2381
$1.24K ﹤0.01%
66
+20
2382
$1.23K ﹤0.01%
21
2383
$1.23K ﹤0.01%
19
2384
$1.19K ﹤0.01%
109
2385
$1.19K ﹤0.01%
26
2386
$1.16K ﹤0.01%
140
2387
$1.15K ﹤0.01%
170
2388
$1.14K ﹤0.01%
42
2389
$1.14K ﹤0.01%
11
2390
$1.14K ﹤0.01%
16
-73
2391
$1.13K ﹤0.01%
29
2392
$1.13K ﹤0.01%
300
2393
$1.12K ﹤0.01%
18
+3
2394
$1.12K ﹤0.01%
26
2395
$1.12K ﹤0.01%
12
-21
2396
$1.12K ﹤0.01%
35
2397
$1.12K ﹤0.01%
71
-191
2398
$1.1K ﹤0.01%
13
2399
$1.1K ﹤0.01%
15
2400
$1.1K ﹤0.01%
10
-18
94 95
96
97 98