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
401
$136K 0.02%
1,767
+82
402
$136K 0.02%
3,695
-35
403
$135K 0.02%
5,435
-8,423
404
$135K 0.02%
1,292
-5,858
405
$134K 0.02%
9,095
+757
406
$132K 0.02%
1,654
-598
407
$131K 0.02%
1,163
-34
408
$130K 0.02%
49
+14
409
$130K 0.02%
3,223
-83
410
$130K 0.02%
576
411
$129K 0.02%
1,545
+730
412
$129K 0.02%
1,568
-286
413
$129K 0.02%
1,152
+88
414
$129K 0.02%
4,150
415
$128K 0.02%
617
+361
416
$128K 0.02%
3,268
+361
417
$128K 0.02%
2,385
+86
418
$127K 0.01%
2,200
+1,400
419
$127K 0.01%
1,015
-20
420
$126K 0.01%
740
+14
421
$126K 0.01%
7,888
+2,152
422
$126K 0.01%
936
+112
423
$126K 0.01%
2,086
-390
424
$125K 0.01%
1,870
-88
425
$124K 0.01%
348
+92
15 16
17
18 19