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
726
$46K 0.01%
1,061
+227
727
$45.9K 0.01%
30
-4
728
$45.7K 0.01%
530
+8
729
$45.5K 0.01%
1,040
730
$45.4K 0.01%
913
+468
731
$45.4K 0.01%
628
-7
732
$45K 0.01%
771
+31
733
$45K 0.01%
318
+38
734
$44.9K 0.01%
464
-20
735
$44.7K 0.01%
35
+3
736
$44.7K 0.01%
547
737
$44.6K 0.01%
207
738
$44.6K 0.01%
1,818
-844
739
$44.4K 0.01%
629
-27
740
$44.3K 0.01%
3,999
-19,337
741
$44.2K 0.01%
1,930
+497
742
$44.2K 0.01%
2,038
743
$44.1K 0.01%
421
-8
744
$44K 0.01%
904
+59
745
$44K 0.01%
1,379
-32
746
$44K 0.01%
694
-8
747
$43.4K 0.01%
253
+29
748
$43.3K 0.01%
587
+287
749
$43.2K 0.01%
187
-5
750
$43.1K 0.01%
185
+14
28 29
30
31 32