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
2451
$825 ﹤0.01%
101
-211
2452
$812 ﹤0.01%
18
2453
$805 ﹤0.01%
25
2454
$805 ﹤0.01%
24
-52
2455
$800 ﹤0.01%
1,270
2456
$797 ﹤0.01%
32
-5
2457
$795 ﹤0.01%
22
2458
$791 ﹤0.01%
12
2459
$775 ﹤0.01%
5
2460
$774 ﹤0.01%
23
2461
$773 ﹤0.01%
104
2462
$773 ﹤0.01%
15
2463
$773 ﹤0.01%
+174
2464
$765 ﹤0.01%
331
2465
$765 ﹤0.01%
27
+1
2466
$763 ﹤0.01%
47
2467
$757 ﹤0.01%
3
2468
$734 ﹤0.01%
68
2469
$733 ﹤0.01%
284
2470
$729 ﹤0.01%
29
2471
$726 ﹤0.01%
43
2472
$725 ﹤0.01%
77
2473
$717 ﹤0.01%
9
2474
$711 ﹤0.01%
12
2475
$710 ﹤0.01%
20
97 98
99
100 101