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
2426
$977 ﹤0.01%
19
2427
$970 ﹤0.01%
48
2428
$969 ﹤0.01%
+21
2429
$968 ﹤0.01%
180
-47
2430
$957 ﹤0.01%
188
-421
2431
$953 ﹤0.01%
21
2432
$952 ﹤0.01%
+153
2433
$946 ﹤0.01%
42
2434
$946 ﹤0.01%
33
2435
$944 ﹤0.01%
76
2436
$943 ﹤0.01%
2
2437
$933 ﹤0.01%
85
2438
$927 ﹤0.01%
11
2439
$918 ﹤0.01%
30
-93
2440
$900 ﹤0.01%
12
2441
$898 ﹤0.01%
13
2442
$884 ﹤0.01%
20
2443
$883 ﹤0.01%
56
-3
2444
$880 ﹤0.01%
21
2445
$864 ﹤0.01%
379
-1,380
2446
$862 ﹤0.01%
42
+16
2447
$859 ﹤0.01%
10
2448
$850 ﹤0.01%
22
2449
$848 ﹤0.01%
10
-31
2450
$830 ﹤0.01%
203
96 97
98
99 100