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
1101
$19K ﹤0.01%
1,007
+632
1102
$19K ﹤0.01%
710
+120
1103
$19K ﹤0.01%
431
1104
$18.8K ﹤0.01%
545
-335
1105
$18.8K ﹤0.01%
816
+12
1106
$18.8K ﹤0.01%
604
-48
1107
$18.7K ﹤0.01%
3,571
+486
1108
$18.7K ﹤0.01%
225
-13
1109
$18.7K ﹤0.01%
977
-79
1110
$18.6K ﹤0.01%
322
+19
1111
$18.5K ﹤0.01%
277
+48
1112
$18.5K ﹤0.01%
69
+6
1113
$18.5K ﹤0.01%
1,758
+136
1114
$18.4K ﹤0.01%
1,664
+222
1115
$18.3K ﹤0.01%
701
-116
1116
$18.2K ﹤0.01%
276
-6
1117
$18.2K ﹤0.01%
310
1118
$18.1K ﹤0.01%
9,548
+9,084
1119
$18.1K ﹤0.01%
693
1120
$18.1K ﹤0.01%
162
+7
1121
$18.1K ﹤0.01%
2,198
+343
1122
$18K ﹤0.01%
597
+7
1123
$17.9K ﹤0.01%
1,958
+1,907
1124
$17.9K ﹤0.01%
659
+109
1125
$17.9K ﹤0.01%
375
+14
43 44
45
46 47