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
601
$63.9K 0.01%
1,771
+871
602
$63.6K 0.01%
1,689
-817
603
$63.4K 0.01%
871
-205
604
$63.3K 0.01%
1,200
-410
605
$63.1K 0.01%
1,600
-467
606
$63K 0.01%
805
+34
607
$62.8K 0.01%
656
+410
608
$62.7K 0.01%
596
+211
609
$62.7K 0.01%
181
+106
610
$62.7K 0.01%
982
+31
611
$62.3K 0.01%
1,607
-80
612
$62.2K 0.01%
1,962
+824
613
$62.1K 0.01%
1,570
-10
614
$62.1K 0.01%
1,459
+154
615
$61.8K 0.01%
2,700
616
$61.8K 0.01%
1,121
+701
617
$61.6K 0.01%
3,750
-1,005
618
$61.4K 0.01%
1,939
-2,978
619
$60.9K 0.01%
2,174
+76
620
$60.6K 0.01%
88
-1
621
$60.5K 0.01%
14,070
+633
622
$60.5K 0.01%
728
-1,649
623
$60.4K 0.01%
2,404
+103
624
$60.1K 0.01%
563
+283
625
$60K 0.01%
8,511
+475
23 24
25
26 27