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
976
$24.3K ﹤0.01%
1,142
+100
977
$24.2K ﹤0.01%
1,608
+1,283
978
$24.1K ﹤0.01%
478
-10
979
$24.1K ﹤0.01%
589
980
$24K ﹤0.01%
48
-5
981
$24K ﹤0.01%
1,496
+710
982
$23.9K ﹤0.01%
1,092
-165
983
$23.8K ﹤0.01%
3,583
+2,073
984
$23.6K ﹤0.01%
343
-4
985
$23.6K ﹤0.01%
375
-1,068
986
$23.6K ﹤0.01%
401
987
$23.5K ﹤0.01%
285
-45
988
$23.4K ﹤0.01%
350
989
$23.4K ﹤0.01%
295
+200
990
$23.3K ﹤0.01%
288
-87
991
$23.3K ﹤0.01%
395
-130
992
$23.3K ﹤0.01%
65
+2
993
$23.3K ﹤0.01%
366
-39
994
$23.2K ﹤0.01%
126
-66
995
$23.1K ﹤0.01%
1,249
-1,341
996
$23K ﹤0.01%
537
-36
997
$23K ﹤0.01%
605
998
$22.9K ﹤0.01%
728
999
$22.9K ﹤0.01%
672
+616
1000
$22.9K ﹤0.01%
313
+10
38 39
40
41 42