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
951
$25.7K ﹤0.01%
339
+1
952
$25.6K ﹤0.01%
1,177
953
$25.6K ﹤0.01%
529
-22
954
$25.6K ﹤0.01%
+110
955
$25.5K ﹤0.01%
1,129
956
$25.5K ﹤0.01%
157
-4
957
$25.4K ﹤0.01%
1,986
+396
958
$25.2K ﹤0.01%
189
-64
959
$25.2K ﹤0.01%
292
+28
960
$25.2K ﹤0.01%
1,823
+1,416
961
$25.1K ﹤0.01%
84
-74
962
$25.1K ﹤0.01%
2,716
+1,381
963
$25K ﹤0.01%
293
964
$25K ﹤0.01%
326
-36
965
$24.9K ﹤0.01%
5,799
+1,033
966
$24.9K ﹤0.01%
6,284
967
$24.8K ﹤0.01%
1,057
+162
968
$24.7K ﹤0.01%
275
969
$24.7K ﹤0.01%
342
-140
970
$24.5K ﹤0.01%
618
-30
971
$24.5K ﹤0.01%
526
972
$24.4K ﹤0.01%
3,005
-1,255
973
$24.4K ﹤0.01%
350
+6
974
$24.4K ﹤0.01%
610
-8
975
$24.4K ﹤0.01%
1,932
+1,920
37 38
39
40 41