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
426
$124K 0.01%
1,538
-73
427
$123K 0.01%
7,480
+2,935
428
$123K 0.01%
741
+185
429
$122K 0.01%
8,104
+1,913
430
$122K 0.01%
1,926
-2,558
431
$122K 0.01%
367
-1,499
432
$121K 0.01%
805
+242
433
$121K 0.01%
242
+107
434
$120K 0.01%
262
-107
435
$120K 0.01%
4,945
-30
436
$119K 0.01%
2,680
-107
437
$119K 0.01%
1,241
-295
438
$118K 0.01%
52,774
+22,360
439
$118K 0.01%
5,230
-446
440
$118K 0.01%
1,851
-9,120
441
$118K 0.01%
871
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442
$117K 0.01%
2,949
+209
443
$117K 0.01%
2,633
+378
444
$116K 0.01%
8,000
445
$116K 0.01%
452
+26
446
$116K 0.01%
2,120
447
$116K 0.01%
207
448
$115K 0.01%
733
+241
449
$115K 0.01%
3,299
-60
450
$115K 0.01%
1,804
-16
16 17
18
19 20