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
2726
$173 ﹤0.01%
15
2727
$159 ﹤0.01%
7
2728
$158 ﹤0.01%
7
2729
$142 ﹤0.01%
8
2730
$142 ﹤0.01%
+4
2731
$139 ﹤0.01%
1
2732
$139 ﹤0.01%
8
2733
$114 ﹤0.01%
5
2734
$101 ﹤0.01%
2
2735
$94 ﹤0.01%
8
2736
$84 ﹤0.01%
1
2737
$72 ﹤0.01%
3
2738
$71 ﹤0.01%
8
2739
$57 ﹤0.01%
1
2740
$55 ﹤0.01%
1
2741
$53 ﹤0.01%
1
2742
$52 ﹤0.01%
1
2743
$50 ﹤0.01%
5
2744
$48 ﹤0.01%
4
2745
$46 ﹤0.01%
4
2746
$45 ﹤0.01%
6
2747
$40 ﹤0.01%
+1
2748
$35 ﹤0.01%
6
2749
$32 ﹤0.01%
1
2750
$32 ﹤0.01%
+1