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
876
$30.7K ﹤0.01%
1,024
+55
877
$30.6K ﹤0.01%
1,482
+486
878
$30.6K ﹤0.01%
419
+6
879
$30.5K ﹤0.01%
379
+69
880
$30.4K ﹤0.01%
420
+151
881
$30.3K ﹤0.01%
398
+57
882
$30.2K ﹤0.01%
358
+338
883
$30.1K ﹤0.01%
208
884
$30K ﹤0.01%
320
-5
885
$30K ﹤0.01%
273
+98
886
$30K ﹤0.01%
237
-2
887
$29.9K ﹤0.01%
1,009
+46
888
$29.8K ﹤0.01%
2,838
-1,169
889
$29.6K ﹤0.01%
2,172
+71
890
$29.6K ﹤0.01%
1,188
+18
891
$29.6K ﹤0.01%
1,100
-40
892
$29.6K ﹤0.01%
573
+548
893
$29.5K ﹤0.01%
42
-1
894
$29.5K ﹤0.01%
2,068
-17
895
$29.3K ﹤0.01%
554
+5
896
$29.3K ﹤0.01%
200
+42
897
$29.2K ﹤0.01%
712
-6
898
$29.2K ﹤0.01%
1,577
-119
899
$29.1K ﹤0.01%
502
+121
900
$29.1K ﹤0.01%
1,041
-23
34 35
36
37 38