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
376
$151K 0.02%
2,198
+236
377
$149K 0.02%
457
-141
378
$149K 0.02%
10,951
-399
379
$149K 0.02%
1,680
380
$148K 0.02%
955
+80
381
$147K 0.02%
2,048
+52
382
$146K 0.02%
736
+58
383
$146K 0.02%
10,397
384
$145K 0.02%
2,220
+441
385
$144K 0.02%
4,845
386
$144K 0.02%
+4,984
387
$144K 0.02%
1,036
+18
388
$144K 0.02%
2,178
-213
389
$144K 0.02%
1,038
-1,075
390
$143K 0.02%
2,122
+607
391
$141K 0.02%
2,316
+31
392
$141K 0.02%
519
-23
393
$140K 0.02%
3,344
-238
394
$140K 0.02%
21,898
+1,130
395
$140K 0.02%
+1,701
396
$138K 0.02%
12,000
397
$137K 0.02%
894
-134
398
$136K 0.02%
1,876
399
$136K 0.02%
1,055
+5
400
$136K 0.02%
1,740
+534
14 15
16
17 18