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
76
$1.7M 0.2%
8,496
+306
77
$1.65M 0.19%
10,355
-253
78
$1.61M 0.19%
3,511
-12
79
$1.53M 0.18%
5,311
-236
80
$1.52M 0.18%
39,088
+3,204
81
$1.5M 0.18%
120,487
-8,091
82
$1.5M 0.18%
15,341
-804
83
$1.5M 0.18%
39,473
-1,571
84
$1.43M 0.17%
3,929
+471
85
$1.42M 0.17%
9,032
+360
86
$1.4M 0.16%
8,815
87
$1.35M 0.16%
5,947
-1,163
88
$1.33M 0.16%
18,191
+2,899
89
$1.31M 0.15%
37,989
+7,355
90
$1.31M 0.15%
1,918
-2
91
$1.28M 0.15%
42,967
-4,256
92
$1.27M 0.15%
18,775
-46,025
93
$1.2M 0.14%
3,812
+111
94
$1.2M 0.14%
1,788
-70
95
$1.19M 0.14%
7,211
-120
96
$1.19M 0.14%
8,339
+136
97
$1.18M 0.14%
2,382
+235
98
$1.18M 0.14%
29,215
-3,627
99
$1.18M 0.14%
19,003
-224
100
$1.16M 0.14%
3,006
+85
2 3
4
5 6