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
551
$76.8K 0.01%
1,335
+1
552
$76.6K 0.01%
780
-75
553
$76.5K 0.01%
1,000
554
$76.3K 0.01%
4,358
+1,417
555
$76.2K 0.01%
1,537
-501
556
$75.8K 0.01%
139
-3
557
$75.1K 0.01%
2,189
-44
558
$74.8K 0.01%
803
+109
559
$74.7K 0.01%
1,012
-117
560
$74.4K 0.01%
32,061
+3,132
561
$74.3K 0.01%
1,376
+460
562
$74.2K 0.01%
1,618
+19
563
$74.1K 0.01%
+1,100
564
$74K 0.01%
697
+357
565
$73.9K 0.01%
7,242
+1,569
566
$73.8K 0.01%
658
+299
567
$73.1K 0.01%
1,819
-238
568
$72.9K 0.01%
4,771
569
$72.7K 0.01%
9,500
-9,000
570
$72.6K 0.01%
1,222
+32
571
$72.6K 0.01%
877
-12
572
$72.5K 0.01%
820
+58
573
$72.2K 0.01%
7,110
+229
574
$72.1K 0.01%
4,000
575
$72.1K 0.01%
1,721
-602
21 22
23
24 25