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
576
$71.7K 0.01%
462
+23
577
$71.2K 0.01%
763
-24
578
$70.8K 0.01%
1,089
+14
579
$70.8K 0.01%
4,911
+57
580
$70K 0.01%
2,050
+350
581
$70K 0.01%
5,829
582
$70K 0.01%
1,376
+81
583
$69.7K 0.01%
3,806
+88
584
$69.5K 0.01%
530
+292
585
$68.9K 0.01%
1,379
586
$68.8K 0.01%
3,122
+66
587
$68.8K 0.01%
1,729
-333
588
$68.3K 0.01%
3,063
+774
589
$68K 0.01%
314
-107
590
$67.9K 0.01%
4,000
591
$67.9K 0.01%
204
+2
592
$67.7K 0.01%
+2,132
593
$67.6K 0.01%
259
+115
594
$67.1K 0.01%
360
+38
595
$66.3K 0.01%
1,139
-31
596
$65.9K 0.01%
1,346
+15
597
$64.9K 0.01%
2,314
-140
598
$64.4K 0.01%
7,000
+272
599
$64.1K 0.01%
305
-101
600
$63.9K 0.01%
365
-60
22 23
24
25 26