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
701
$49K 0.01%
805
-60
702
$48.8K 0.01%
2,330
703
$48.8K 0.01%
554
+46
704
$48.8K 0.01%
2,000
705
$48.7K 0.01%
454
-80
706
$48.7K 0.01%
4,281
+81
707
$48.6K 0.01%
689
-51
708
$48.6K 0.01%
1,145
+228
709
$48.6K 0.01%
1,670
-173
710
$48.1K 0.01%
482
+7
711
$47.7K 0.01%
298
+129
712
$47.7K 0.01%
1,121
-191
713
$47.6K 0.01%
3,736
714
$47.3K 0.01%
214
+63
715
$47.3K 0.01%
536
-50
716
$47.2K 0.01%
3,815
+72
717
$47K 0.01%
201
-29
718
$47K 0.01%
800
719
$46.9K 0.01%
905
-4
720
$46.7K 0.01%
196
+2
721
$46.7K 0.01%
1,279
+170
722
$46.7K 0.01%
5,400
723
$46.3K 0.01%
682
+12
724
$46.3K 0.01%
4,991
+481
725
$46.1K 0.01%
1,228
+6
27 28
29
30 31