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
1026
$21.9K ﹤0.01%
60
+58
1027
$21.9K ﹤0.01%
358
+40
1028
$21.8K ﹤0.01%
325
-1
1029
$21.8K ﹤0.01%
129
+5
1030
$21.8K ﹤0.01%
1,000
1031
$21.8K ﹤0.01%
823
+58
1032
$21.8K ﹤0.01%
1,417
+1,083
1033
$21.7K ﹤0.01%
2,051
1034
$21.7K ﹤0.01%
210
+73
1035
$21.7K ﹤0.01%
1,399
-736
1036
$21.7K ﹤0.01%
154
-43
1037
$21.7K ﹤0.01%
300
-131
1038
$21.6K ﹤0.01%
502
1039
$21.5K ﹤0.01%
2,133
+191
1040
$21.5K ﹤0.01%
1,319
+355
1041
$21.5K ﹤0.01%
332
-30
1042
$21.5K ﹤0.01%
1,931
-112
1043
$21.3K ﹤0.01%
459
-36
1044
$21.2K ﹤0.01%
186
+21
1045
$21.1K ﹤0.01%
570
+186
1046
$21.1K ﹤0.01%
734
-60
1047
$21K ﹤0.01%
194
+152
1048
$20.9K ﹤0.01%
+275
1049
$20.9K ﹤0.01%
59
+13
1050
$20.9K ﹤0.01%
167
-44
40 41
42
43 44