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
751
$43.1K 0.01%
25,021
+2,985
752
$43.1K 0.01%
7,791
+448
753
$43K 0.01%
524
+2
754
$43K 0.01%
1,151
+1,012
755
$43K 0.01%
741
-64
756
$43K 0.01%
892
+18
757
$42.9K 0.01%
529
+29
758
$42.6K 0.01%
2,064
759
$42.5K 0.01%
296
+68
760
$42.5K 0.01%
432
+213
761
$42.4K 0.01%
714
+306
762
$42.2K ﹤0.01%
440
763
$42K ﹤0.01%
1,152
+14
764
$42K ﹤0.01%
+3,000
765
$42K ﹤0.01%
3,958
-32
766
$41.1K ﹤0.01%
1,178
-42
767
$40.9K ﹤0.01%
425
+24
768
$40.8K ﹤0.01%
402
+6
769
$40.7K ﹤0.01%
1,526
-577
770
$40.5K ﹤0.01%
10,659
+102
771
$40.5K ﹤0.01%
202
-54
772
$40.3K ﹤0.01%
4,009
-132
773
$40.2K ﹤0.01%
4,854
-51
774
$40.1K ﹤0.01%
366
-222
775
$40K ﹤0.01%
5,662
+901
29 30
31
32 33