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
501
$91.1K 0.01%
1,859
-1,297
502
$90.8K 0.01%
5,545
503
$90.5K 0.01%
1,992
+823
504
$90.4K 0.01%
560
-257
505
$90.3K 0.01%
284
+5
506
$90.3K 0.01%
1,193
-3
507
$89.4K 0.01%
1,183
508
$89.4K 0.01%
24,221
+2,861
509
$89.1K 0.01%
2,399
510
$88.9K 0.01%
1,338
+485
511
$88.9K 0.01%
938
+637
512
$88.8K 0.01%
9,235
+206
513
$88.7K 0.01%
1,142
-99
514
$88.5K 0.01%
2,849
-104
515
$87K 0.01%
3,142
-272
516
$86.7K 0.01%
3,867
-73
517
$86.5K 0.01%
4,430
-50
518
$86.4K 0.01%
20,189
-946
519
$86.2K 0.01%
800
520
$85.6K 0.01%
641
+255
521
$85.3K 0.01%
2,206
+705
522
$85K 0.01%
5,301
-312
523
$84.8K 0.01%
972
-1
524
$84.7K 0.01%
7,473
-61
525
$84.4K 0.01%
766
+347
19 20
21
22 23