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
2551
$650 ﹤0.01%
29
+19
2552
$650 ﹤0.01%
+150
2553
$647 ﹤0.01%
11
2554
$645 ﹤0.01%
12
2555
$645 ﹤0.01%
+8
2556
$645 ﹤0.01%
28
2557
$640 ﹤0.01%
19
2558
$635 ﹤0.01%
86
2559
$632 ﹤0.01%
5
2560
$629 ﹤0.01%
10
2561
$628 ﹤0.01%
154
+15
2562
$625 ﹤0.01%
123
2563
$623 ﹤0.01%
11
-140
2564
$617 ﹤0.01%
102
2565
$616 ﹤0.01%
+160
2566
$613 ﹤0.01%
7
-7
2567
$611 ﹤0.01%
687
-2,350
2568
$610 ﹤0.01%
11
2569
$608 ﹤0.01%
2
-69
2570
$608 ﹤0.01%
24
+14
2571
$605 ﹤0.01%
24
2572
$600 ﹤0.01%
21
2573
$596 ﹤0.01%
37
-57
2574
$586 ﹤0.01%
4
-9
2575
$585 ﹤0.01%
+45
101 102
103
104 105