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
676
$52.6K 0.01%
720
-59
677
$52.5K 0.01%
9,775
+419
678
$52.4K 0.01%
930
-158
679
$52.1K 0.01%
820
680
$52K 0.01%
1,160
+336
681
$51.9K 0.01%
1,722
-168
682
$51.8K 0.01%
139
-8
683
$51.7K 0.01%
2,388
+33
684
$51.7K 0.01%
2,469
+19
685
$51.4K 0.01%
392
+20
686
$51.1K 0.01%
1,500
+200
687
$50.6K 0.01%
2,073
688
$50.5K 0.01%
1,434
+45
689
$50.4K 0.01%
1,429
-44
690
$50.2K 0.01%
508
-15
691
$50.2K 0.01%
2,384
-696
692
$50K 0.01%
689
-197
693
$49.8K 0.01%
5,716
-761
694
$49.5K 0.01%
5,165
-209
695
$49.4K 0.01%
1,142
+6
696
$49.3K 0.01%
235
+37
697
$49.3K 0.01%
1,408
-8
698
$49.2K 0.01%
226
+20
699
$49.1K 0.01%
599
-51
700
$49.1K 0.01%
393
+4
26 27
28
29 30