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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
2401
$1K ﹤0.01%
+8
2402
$1K ﹤0.01%
+6
2403
$1K ﹤0.01%
130
-539
2404
$1K ﹤0.01%
4
+1
2405
$1K ﹤0.01%
60
-90
2406
$1K ﹤0.01%
94
2407
$1K ﹤0.01%
42
2408
$1K ﹤0.01%
3
-4
2409
$1K ﹤0.01%
17
-50
2410
$1K ﹤0.01%
19
2411
$1K ﹤0.01%
+92
2412
$1K ﹤0.01%
+148
2413
$1K ﹤0.01%
98
+77
2414
$1K ﹤0.01%
272
-1,834
2415
$1K ﹤0.01%
14
-2
2416
$1K ﹤0.01%
12
2417
$1K ﹤0.01%
+78
2418
$1K ﹤0.01%
11
+8
2419
$1K ﹤0.01%
100
2420
$1K ﹤0.01%
7
-23
2421
$1K ﹤0.01%
+24
2422
$1K ﹤0.01%
17
2423
$1K ﹤0.01%
84
+72
2424
$1K ﹤0.01%
36
+24
2425
$1K ﹤0.01%
18
+14
95 96
97
98 99