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
26
$5.19M 0.61%
84,221
-329
27
$5.1M 0.6%
34,380
+414
28
$4.97M 0.58%
8,622
+238
29
$4.95M 0.58%
173,023
+123,091
30
$4.63M 0.54%
44,639
+2,481
31
$4.62M 0.54%
61,897
+1,041
32
$4.59M 0.54%
44,140
+680
33
$4.5M 0.53%
23,560
+328
34
$4.39M 0.51%
43,824
+242
35
$4.37M 0.51%
14,140
-1,112
36
$4.35M 0.51%
357,398
+5,750
37
$4.27M 0.5%
405,814
+25,600
38
$4.26M 0.5%
52,909
+5,540
39
$4.21M 0.49%
17,095
+155
40
$4.16M 0.49%
31,927
-161
41
$4.16M 0.49%
19,705
42
$3.99M 0.47%
20,830
-4,206
43
$3.85M 0.45%
26,054
+4,191
44
$3.77M 0.44%
14,942
+136
45
$3.58M 0.42%
9,512
46
$3.54M 0.42%
38,459
-25,584
47
$3.49M 0.41%
45,843
+675
48
$3.19M 0.37%
78,154
-1,830
49
$3.17M 0.37%
52,669
+2,315
50
$3.16M 0.37%
20,907
+22
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2
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