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
526
$84.2K 0.01%
783
+25
527
$83.8K 0.01%
861
-112
528
$83.8K 0.01%
5,650
529
$83.7K 0.01%
279
-70
530
$83.7K 0.01%
1,213
531
$83.5K 0.01%
2,317
-841
532
$83.5K 0.01%
2,574
-341
533
$83.4K 0.01%
12,635
-3,203
534
$83K 0.01%
502
-69
535
$82.7K 0.01%
636
-46
536
$82.2K 0.01%
398
+62
537
$81.6K 0.01%
900
538
$81.2K 0.01%
1,365
+16
539
$80.6K 0.01%
844
540
$80.5K 0.01%
4,641
-213
541
$79.2K 0.01%
8,531
542
$79.2K 0.01%
240
+202
543
$79.1K 0.01%
352
-170
544
$79.1K 0.01%
1,563
-542
545
$79K 0.01%
750
+600
546
$78.9K 0.01%
2,259
+1,711
547
$78.9K 0.01%
2,251
-7
548
$77.8K 0.01%
702
+129
549
$77.7K 0.01%
756
550
$77.1K 0.01%
6,800
20 21
22
23 24