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
776
$39.7K ﹤0.01%
171
+2
777
$39.7K ﹤0.01%
196
+87
778
$39.5K ﹤0.01%
175
-37
779
$39.5K ﹤0.01%
5,809
+1,575
780
$39.4K ﹤0.01%
374
+125
781
$39.3K ﹤0.01%
295
+20
782
$39.3K ﹤0.01%
4,647
-2,383
783
$39.3K ﹤0.01%
478
-94
784
$39.2K ﹤0.01%
1,512
-2,143
785
$39.1K ﹤0.01%
3,745
-39
786
$39.1K ﹤0.01%
212
787
$39.1K ﹤0.01%
1,354
-4,152
788
$38.9K ﹤0.01%
273
789
$38.9K ﹤0.01%
667
-60
790
$38.8K ﹤0.01%
1,075
+284
791
$38.7K ﹤0.01%
256
-22
792
$38.6K ﹤0.01%
433
+38
793
$38.6K ﹤0.01%
201
-8
794
$38.4K ﹤0.01%
817
+17
795
$38.3K ﹤0.01%
1,144
796
$38.1K ﹤0.01%
+820
797
$38K ﹤0.01%
85
+3
798
$38K ﹤0.01%
440
799
$37.9K ﹤0.01%
2,134
-879
800
$37.9K ﹤0.01%
614
+108
30 31
32
33 34