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
451
$114K 0.01%
313
452
$114K 0.01%
594
+86
453
$113K 0.01%
4,305
+49
454
$112K 0.01%
3,000
455
$112K 0.01%
6,951
456
$112K 0.01%
1,482
-262
457
$112K 0.01%
624
-95
458
$111K 0.01%
20
459
$111K 0.01%
2,478
-80
460
$111K 0.01%
602
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461
$110K 0.01%
5,271
462
$109K 0.01%
4,522
-920
463
$108K 0.01%
13,558
-1,806
464
$108K 0.01%
4,093
+670
465
$108K 0.01%
1,248
+278
466
$108K 0.01%
6,187
-4,790
467
$108K 0.01%
859
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468
$108K 0.01%
1,983
469
$107K 0.01%
1,460
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470
$106K 0.01%
466
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471
$105K 0.01%
3,896
+18
472
$105K 0.01%
3,351
473
$104K 0.01%
770
-199
474
$104K 0.01%
2,247
+127
475
$104K 0.01%
1,083
+20
17 18
19
20 21