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
351
$170K 0.02%
5,301
+2,258
352
$170K 0.02%
839
-163
353
$169K 0.02%
13,389
-6,282
354
$168K 0.02%
3,601
-4
355
$168K 0.02%
3,055
+1,837
356
$168K 0.02%
2,214
+112
357
$167K 0.02%
2,076
-535
358
$167K 0.02%
1,744
-249
359
$165K 0.02%
3,765
+15
360
$165K 0.02%
4,564
-272
361
$164K 0.02%
2,730
-647
362
$163K 0.02%
2,705
+179
363
$162K 0.02%
1,253
+34
364
$162K 0.02%
2,130
-30
365
$162K 0.02%
8,170
-106
366
$162K 0.02%
3,291
-455
367
$159K 0.02%
756
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368
$158K 0.02%
279
+9
369
$155K 0.02%
9,808
-853
370
$154K 0.02%
3,799
+911
371
$154K 0.02%
1,642
372
$153K 0.02%
1,536
-44
373
$153K 0.02%
965
+166
374
$152K 0.02%
3,517
+302
375
$152K 0.02%
3,770
+20
13 14
15
16 17