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
651
$56.8K 0.01%
3,120
+93
652
$56.4K 0.01%
278
+57
653
$56.4K 0.01%
381
-19
654
$56.2K 0.01%
721
655
$55.9K 0.01%
660
-31
656
$55.9K 0.01%
508
-374
657
$55.8K 0.01%
1,500
-400
658
$55.7K 0.01%
600
659
$55.6K 0.01%
1,454
-56
660
$55.5K 0.01%
419
+196
661
$54.9K 0.01%
179
662
$54.7K 0.01%
2,007
+71
663
$54.7K 0.01%
2,005
+253
664
$54.6K 0.01%
930
+316
665
$54.2K 0.01%
656
-78
666
$53.6K 0.01%
2,920
-34
667
$53.3K 0.01%
1,185
+439
668
$53.2K 0.01%
1,409
+20
669
$53K 0.01%
708
670
$53K 0.01%
3,977
+157
671
$52.8K 0.01%
1,090
-176
672
$52.8K 0.01%
3,026
-195
673
$52.8K 0.01%
4,500
674
$52.7K 0.01%
788
-20
675
$52.6K 0.01%
424
25 26
27
28 29