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
926
$27.5K ﹤0.01%
608
+45
927
$27.5K ﹤0.01%
326
-212
928
$27.4K ﹤0.01%
135
+8
929
$27.3K ﹤0.01%
128
-28
930
$27.3K ﹤0.01%
706
931
$27.2K ﹤0.01%
375
+49
932
$27.1K ﹤0.01%
249
-64
933
$27.1K ﹤0.01%
422
+10
934
$27K ﹤0.01%
995
+415
935
$26.8K ﹤0.01%
501
+179
936
$26.7K ﹤0.01%
324
+6
937
$26.6K ﹤0.01%
3,348
-109
938
$26.6K ﹤0.01%
434
-42
939
$26.6K ﹤0.01%
75
-1
940
$26.6K ﹤0.01%
1,514
-40
941
$26.5K ﹤0.01%
99
-93
942
$26.5K ﹤0.01%
290
+90
943
$26.3K ﹤0.01%
150
-67
944
$26K ﹤0.01%
511
-3
945
$26K ﹤0.01%
396
+146
946
$26K ﹤0.01%
3,382
+338
947
$26K ﹤0.01%
273
+20
948
$25.9K ﹤0.01%
474
-79
949
$25.8K ﹤0.01%
+1,205
950
$25.8K ﹤0.01%
320
36 37
38
39 40