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
851
$32.4K ﹤0.01%
321
852
$32.3K ﹤0.01%
660
-29
853
$32.3K ﹤0.01%
1,000
854
$32.2K ﹤0.01%
614
+126
855
$32.2K ﹤0.01%
180
+7
856
$32.1K ﹤0.01%
900
857
$32.1K ﹤0.01%
2,072
+564
858
$32K ﹤0.01%
357
+303
859
$32K ﹤0.01%
1,750
+1,150
860
$32K ﹤0.01%
12,502
861
$31.9K ﹤0.01%
+2,000
862
$31.9K ﹤0.01%
2,000
863
$31.9K ﹤0.01%
287
-5
864
$31.7K ﹤0.01%
325
865
$31.7K ﹤0.01%
919
+726
866
$31.7K ﹤0.01%
443
+12
867
$31.3K ﹤0.01%
2,000
-140
868
$31.1K ﹤0.01%
430
869
$31.1K ﹤0.01%
1,550
+53
870
$31K ﹤0.01%
524
+84
871
$30.9K ﹤0.01%
494
+12
872
$30.9K ﹤0.01%
398
-9
873
$30.9K ﹤0.01%
10,648
+2,833
874
$30.8K ﹤0.01%
728
-123
875
$30.7K ﹤0.01%
167
33 34
35
36 37