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
626
$59.9K 0.01%
1,190
-232
627
$59.5K 0.01%
1,500
+500
628
$59.5K 0.01%
770
+299
629
$59.5K 0.01%
1,557
-349
630
$59.4K 0.01%
1,159
631
$59.2K 0.01%
495
+71
632
$59K 0.01%
282
-10
633
$58.7K 0.01%
400
+100
634
$58.7K 0.01%
3,374
635
$58.6K 0.01%
2,062
-1,830
636
$58.5K 0.01%
2,979
-192
637
$58.3K 0.01%
3,755
+1,891
638
$58K 0.01%
871
-66
639
$57.9K 0.01%
5,930
640
$57.9K 0.01%
780
+196
641
$57.8K 0.01%
+1,767
642
$57.6K 0.01%
3,360
-985
643
$57.6K 0.01%
893
+51
644
$57.4K 0.01%
1,729
645
$57.2K 0.01%
1,176
+579
646
$57K 0.01%
2,006
-13
647
$56.9K 0.01%
684
+239
648
$56.9K 0.01%
1,592
+594
649
$56.8K 0.01%
1,887
-140
650
$56.8K 0.01%
6,977
+306
24 25
26
27 28