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
$853M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.32M
3
+$4.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.23M
5
BAC icon
Bank of America
BAC
+$3.52M

Top Sells

1
+$4.61M
2
+$4.54M
3
+$4.45M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$4.15M
5
COIN icon
Coinbase
COIN
+$3.11M

Sector Composition

1 Financials 17.03%
2 Technology 13.31%
3 Healthcare 7.37%
4 Industrials 3.42%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$899 ﹤0.01%
9
2477
$898 ﹤0.01%
37
+11
2478
$896 ﹤0.01%
55
+54
2479
$893 ﹤0.01%
11
2480
$889 ﹤0.01%
+16
2481
$888 ﹤0.01%
12
+8
2482
$887 ﹤0.01%
16
-4
2483
$884 ﹤0.01%
14
-1
2484
$884 ﹤0.01%
132
-324
2485
$878 ﹤0.01%
25
-279
2486
$875 ﹤0.01%
12
-7
2487
$867 ﹤0.01%
34
+31
2488
$854 ﹤0.01%
8
2489
$850 ﹤0.01%
13
+4
2490
$843 ﹤0.01%
34
2491
$837 ﹤0.01%
25
-17
2492
$836 ﹤0.01%
11
2493
$835 ﹤0.01%
14
-38
2494
$832 ﹤0.01%
69
2495
$831 ﹤0.01%
38
-191
2496
$830 ﹤0.01%
15
2497
$826 ﹤0.01%
47
-39
2498
$824 ﹤0.01%
13
-34
2499
$822 ﹤0.01%
19
2500
$819 ﹤0.01%
20
+12
98 99
100
101 102