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
2401
$1.09K ﹤0.01%
116
2402
$1.08K ﹤0.01%
+54
2403
$1.08K ﹤0.01%
63
2404
$1.08K ﹤0.01%
196
+53
2405
$1.08K ﹤0.01%
11
2406
$1.07K ﹤0.01%
223
-792
2407
$1.07K ﹤0.01%
44
2408
$1.06K ﹤0.01%
22
2409
$1.05K ﹤0.01%
120
2410
$1.04K ﹤0.01%
123
2411
$1.04K ﹤0.01%
50
2412
$1.04K ﹤0.01%
36
-11
2413
$1.03K ﹤0.01%
4
+1
2414
$1.03K ﹤0.01%
20
-1
2415
$1.03K ﹤0.01%
37
2416
$1.03K ﹤0.01%
143
-101
2417
$1.01K ﹤0.01%
14
-34
2418
$1K ﹤0.01%
27
2419
$1K ﹤0.01%
29
+20
2420
$1K ﹤0.01%
194
2421
$999 ﹤0.01%
73
2422
$992 ﹤0.01%
5
2423
$986 ﹤0.01%
34
-59
2424
$983 ﹤0.01%
21
2425
$982 ﹤0.01%
52
95 96
97
98 99