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
1051
$20.9K ﹤0.01%
186
+2
1052
$20.9K ﹤0.01%
627
1053
$20.8K ﹤0.01%
2,214
+111
1054
$20.8K ﹤0.01%
643
+605
1055
$20.8K ﹤0.01%
572
+553
1056
$20.8K ﹤0.01%
630
+8
1057
$20.7K ﹤0.01%
217
-46
1058
$20.7K ﹤0.01%
250
1059
$20.6K ﹤0.01%
213
+20
1060
$20.3K ﹤0.01%
172
+6
1061
$20.2K ﹤0.01%
111
-29
1062
$20.1K ﹤0.01%
2,758
+2,220
1063
$20.1K ﹤0.01%
479
+290
1064
$20.1K ﹤0.01%
3,781
-35
1065
$20K ﹤0.01%
500
-2,000
1066
$20K ﹤0.01%
+858
1067
$19.9K ﹤0.01%
87
+11
1068
$19.9K ﹤0.01%
411
+125
1069
$19.9K ﹤0.01%
+2,366
1070
$19.8K ﹤0.01%
208
-22
1071
$19.8K ﹤0.01%
368
-98
1072
$19.8K ﹤0.01%
280
1073
$19.7K ﹤0.01%
760
+691
1074
$19.7K ﹤0.01%
466
-11
1075
$19.7K ﹤0.01%
398
-19
41 42
43
44 45