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
476
$104K 0.01%
2,205
-55
477
$102K 0.01%
615
+16
478
$102K 0.01%
7,000
479
$102K 0.01%
1,005
-11
480
$101K 0.01%
1,508
-737
481
$100K 0.01%
3,980
482
$99.9K 0.01%
1,664
+714
483
$99.4K 0.01%
724
+154
484
$99.2K 0.01%
501
-82
485
$99.1K 0.01%
1,588
-520
486
$98.6K 0.01%
2,807
-339
487
$97.4K 0.01%
631
+229
488
$96.6K 0.01%
2,715
+150
489
$95.4K 0.01%
2,173
-1,028
490
$95.3K 0.01%
435
+76
491
$95.2K 0.01%
2,557
+863
492
$95.1K 0.01%
1,250
493
$93.7K 0.01%
7,272
494
$93.6K 0.01%
2,669
+55
495
$93.1K 0.01%
7,805
-374
496
$93.1K 0.01%
773
+61
497
$92.4K 0.01%
2,848
-1,669
498
$91.9K 0.01%
549
+16
499
$91.8K 0.01%
1,495
+700
500
$91.3K 0.01%
3,205
-421
18 19
20
21 22