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
2526
$695 ﹤0.01%
71
+46
2527
$693 ﹤0.01%
11
-6
2528
$693 ﹤0.01%
27
2529
$692 ﹤0.01%
14
2530
$692 ﹤0.01%
261
-126
2531
$690 ﹤0.01%
26
-51
2532
$689 ﹤0.01%
28
-14
2533
$687 ﹤0.01%
+3
2534
$685 ﹤0.01%
22
-6
2535
$684 ﹤0.01%
15
2536
$680 ﹤0.01%
25
2537
$680 ﹤0.01%
69
2538
$674 ﹤0.01%
5
+2
2539
$671 ﹤0.01%
15
-131
2540
$670 ﹤0.01%
18
-13
2541
$669 ﹤0.01%
18
2542
$668 ﹤0.01%
29
-14
2543
$666 ﹤0.01%
5
2544
$662 ﹤0.01%
70
-63
2545
$660 ﹤0.01%
19
-41
2546
$659 ﹤0.01%
40
2547
$658 ﹤0.01%
+6
2548
$654 ﹤0.01%
84
2549
$653 ﹤0.01%
+10
2550
$652 ﹤0.01%
8
-27
100 101
102
103 104