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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
2451
$1K ﹤0.01%
14
-24
2452
$1K ﹤0.01%
88
2453
$1K ﹤0.01%
102
-71
2454
$1K ﹤0.01%
84
2455
$1K ﹤0.01%
+15
2456
$1K ﹤0.01%
30
-77
2457
$1K ﹤0.01%
46
-42
2458
$1K ﹤0.01%
37
+23
2459
$1K ﹤0.01%
22
+10
2460
$1K ﹤0.01%
+122
2461
$1K ﹤0.01%
7
2462
$1K ﹤0.01%
+48
2463
$1K ﹤0.01%
27
-211
2464
$1K ﹤0.01%
7
-7
2465
$1K ﹤0.01%
+93
2466
$1K ﹤0.01%
+19
2467
$1K ﹤0.01%
+58
2468
$1K ﹤0.01%
24
-97
2469
$1K ﹤0.01%
5
-4
2470
$1K ﹤0.01%
+78
2471
$1K ﹤0.01%
+69
2472
$1K ﹤0.01%
30
+25
2473
$1K ﹤0.01%
+150
2474
$1K ﹤0.01%
134
+30
2475
$1K ﹤0.01%
+234
97 98
99
100 101