We are live on ! Find out more
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
2426
$1K ﹤0.01%
+727
2427
$1K ﹤0.01%
+176
2428
$1K ﹤0.01%
39
-990
2429
$1K ﹤0.01%
20
-6
2430
$1K ﹤0.01%
43
-444
2431
$1K ﹤0.01%
701
+179
2432
$1K ﹤0.01%
+255
2433
$1K ﹤0.01%
20
+12
2434
$1K ﹤0.01%
69
2435
$1K ﹤0.01%
39
-7
2436
$1K ﹤0.01%
11
-20
2437
$1K ﹤0.01%
15
+7
2438
$1K ﹤0.01%
+172
2439
$1K ﹤0.01%
38
+27
2440
$1K ﹤0.01%
500
2441
$1K ﹤0.01%
20
-1
2442
$1K ﹤0.01%
25
-75
2443
$1K ﹤0.01%
8
2444
$1K ﹤0.01%
41
-83
2445
$1K ﹤0.01%
20
2446
$1K ﹤0.01%
+24
2447
$1K ﹤0.01%
+38
2448
$1K ﹤0.01%
108
-17
2449
$1K ﹤0.01%
18
+8
2450
$1K ﹤0.01%
+442
96 97
98
99 100