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
51
$2.76M 0.32%
12,979
+282
52
$2.67M 0.31%
6,492
-4,435
53
$2.6M 0.3%
18,811
-64
54
$2.44M 0.29%
10,373
+590
55
$2.41M 0.28%
8,177
-332
56
$2.41M 0.28%
22,615
-238
57
$2.37M 0.28%
12,503
+1
58
$2.36M 0.28%
11,369
+3,266
59
$2.25M 0.26%
35,268
60
$2.16M 0.25%
47,843
61
$2.14M 0.25%
10,083
+493
62
$2.09M 0.24%
12,806
-1,266
63
$2.06M 0.24%
11,074
+784
64
$2.03M 0.24%
9,021
+624
65
$2.03M 0.24%
78,203
-3,470
66
$1.94M 0.23%
15,014
+742
67
$1.92M 0.22%
27,420
+5,000
68
$1.88M 0.22%
4,753
-907
69
$1.87M 0.22%
17,976
+224
70
$1.84M 0.22%
12,370
-10
71
$1.82M 0.21%
6,515
-134
72
$1.82M 0.21%
34,763
+3,594
73
$1.78M 0.21%
17,760
-382
74
$1.72M 0.2%
5,009
-171
75
$1.7M 0.2%
27,945
+865
1 2
3
4 5