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
801
$37.6K ﹤0.01%
3,357
+2,104
802
$37.4K ﹤0.01%
476
-440
803
$37.2K ﹤0.01%
479
+60
804
$37.2K ﹤0.01%
334
-31
805
$37.2K ﹤0.01%
1,200
-666
806
$37.1K ﹤0.01%
114
-58
807
$37.1K ﹤0.01%
491
-34
808
$37K ﹤0.01%
+1,407
809
$36.8K ﹤0.01%
110
+16
810
$36.8K ﹤0.01%
753
+39
811
$36.7K ﹤0.01%
1,350
+1,052
812
$36.7K ﹤0.01%
582
-70
813
$36.7K ﹤0.01%
1,969
+379
814
$36.7K ﹤0.01%
723
+21
815
$36.7K ﹤0.01%
174
+11
816
$36.7K ﹤0.01%
5,099
-424
817
$36.6K ﹤0.01%
250
-4
818
$36.6K ﹤0.01%
1,074
-108
819
$36.4K ﹤0.01%
114
+50
820
$36.3K ﹤0.01%
565
+201
821
$36.3K ﹤0.01%
541
+76
822
$36.3K ﹤0.01%
745
-54
823
$36.1K ﹤0.01%
278
+19
824
$35.9K ﹤0.01%
12,735
+815
825
$35.9K ﹤0.01%
2,382
31 32
33
34 35