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
1076
$19.7K ﹤0.01%
1,158
+303
1077
$19.7K ﹤0.01%
1,409
-142
1078
$19.6K ﹤0.01%
324
1079
$19.6K ﹤0.01%
170
1080
$19.6K ﹤0.01%
159
+22
1081
$19.6K ﹤0.01%
+1,450
1082
$19.6K ﹤0.01%
303
1083
$19.6K ﹤0.01%
143
+41
1084
$19.6K ﹤0.01%
120
+18
1085
$19.5K ﹤0.01%
299
1086
$19.5K ﹤0.01%
4,682
-321
1087
$19.5K ﹤0.01%
145
+127
1088
$19.4K ﹤0.01%
311
+156
1089
$19.4K ﹤0.01%
136
-28
1090
$19.3K ﹤0.01%
244
+23
1091
$19.3K ﹤0.01%
360
+59
1092
$19.3K ﹤0.01%
89
-15
1093
$19.2K ﹤0.01%
199
-8
1094
$19.2K ﹤0.01%
316
-89
1095
$19.2K ﹤0.01%
2,098
+200
1096
$19.1K ﹤0.01%
244
+72
1097
$19.1K ﹤0.01%
1,724
+1,453
1098
$19K ﹤0.01%
134
1099
$19K ﹤0.01%
764
-227
1100
$19K ﹤0.01%
1,254
+16
42 43
44
45 46