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
1001
$22.9K ﹤0.01%
406
+5
1002
$22.9K ﹤0.01%
3,294
-3,108
1003
$22.8K ﹤0.01%
386
+6
1004
$22.8K ﹤0.01%
344
1005
$22.8K ﹤0.01%
+438
1006
$22.7K ﹤0.01%
1,225
-352
1007
$22.7K ﹤0.01%
2,276
1008
$22.6K ﹤0.01%
146
1009
$22.6K ﹤0.01%
523
+170
1010
$22.5K ﹤0.01%
89
+46
1011
$22.5K ﹤0.01%
532
+38
1012
$22.5K ﹤0.01%
1,382
-379
1013
$22.5K ﹤0.01%
32
+1
1014
$22.4K ﹤0.01%
3,100
1015
$22.3K ﹤0.01%
99
+2
1016
$22.2K ﹤0.01%
334
-127
1017
$22.2K ﹤0.01%
1,177
+140
1018
$22.2K ﹤0.01%
731
1019
$22.1K ﹤0.01%
2,416
+276
1020
$22.1K ﹤0.01%
1,392
-23
1021
$22.1K ﹤0.01%
938
+429
1022
$22.1K ﹤0.01%
382
+47
1023
$22K ﹤0.01%
+1,000
1024
$21.9K ﹤0.01%
1,064
+833
1025
$21.9K ﹤0.01%
56
+1
39 40
41
42 43