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
901
$29K ﹤0.01%
925
902
$29K ﹤0.01%
22
+1
903
$29K ﹤0.01%
1,148
-274
904
$28.9K ﹤0.01%
286
-18
905
$28.9K ﹤0.01%
198
-6
906
$28.8K ﹤0.01%
664
-177
907
$28.8K ﹤0.01%
10,879
+8,497
908
$28.8K ﹤0.01%
860
-15
909
$28.8K ﹤0.01%
1,581
-456
910
$28.7K ﹤0.01%
835
911
$28.7K ﹤0.01%
214
912
$28.7K ﹤0.01%
313
-47
913
$28.7K ﹤0.01%
5,733
-1,050
914
$28.7K ﹤0.01%
280
915
$28.6K ﹤0.01%
1,907
+249
916
$28.5K ﹤0.01%
11,407
917
$28.5K ﹤0.01%
608
-12
918
$28.4K ﹤0.01%
202
-7
919
$28.3K ﹤0.01%
432
-63
920
$27.9K ﹤0.01%
340
+66
921
$27.8K ﹤0.01%
343
+61
922
$27.7K ﹤0.01%
419
+93
923
$27.7K ﹤0.01%
604
-42
924
$27.7K ﹤0.01%
112
+1
925
$27.6K ﹤0.01%
1,011
+372
35 36
37
38 39