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
826
$35.7K ﹤0.01%
239
827
$35.7K ﹤0.01%
+1,100
828
$35.7K ﹤0.01%
2,000
829
$35.4K ﹤0.01%
48
830
$35.3K ﹤0.01%
2,500
831
$34.8K ﹤0.01%
506
-220
832
$34.8K ﹤0.01%
1,100
833
$34.8K ﹤0.01%
557
-1,146
834
$34.8K ﹤0.01%
5,422
835
$34.7K ﹤0.01%
905
+295
836
$34.6K ﹤0.01%
5,440
837
$34.6K ﹤0.01%
908
-398
838
$34.5K ﹤0.01%
590
+22
839
$34.5K ﹤0.01%
205
+1
840
$34.3K ﹤0.01%
4,711
+227
841
$34.2K ﹤0.01%
300
842
$33.5K ﹤0.01%
1,207
+267
843
$33.3K ﹤0.01%
545
+204
844
$33.3K ﹤0.01%
4,783
+2,106
845
$33.3K ﹤0.01%
628
+208
846
$33.1K ﹤0.01%
10,796
+838
847
$32.8K ﹤0.01%
1,283
+835
848
$32.6K ﹤0.01%
76
-23
849
$32.5K ﹤0.01%
477
+137
850
$32.4K ﹤0.01%
223
+17
32 33
34
35 36