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
1126
$17.8K ﹤0.01%
56
+23
1127
$17.8K ﹤0.01%
810
-235
1128
$17.8K ﹤0.01%
270
+27
1129
$17.7K ﹤0.01%
217
-27
1130
$17.7K ﹤0.01%
302
-207
1131
$17.7K ﹤0.01%
331
1132
$17.7K ﹤0.01%
580
+245
1133
$17.7K ﹤0.01%
460
+119
1134
$17.6K ﹤0.01%
717
1135
$17.5K ﹤0.01%
162
+9
1136
$17.5K ﹤0.01%
273
-6
1137
$17.5K ﹤0.01%
586
+173
1138
$17.5K ﹤0.01%
984
-45
1139
$17.5K ﹤0.01%
113
+16
1140
$17.5K ﹤0.01%
682
+279
1141
$17.5K ﹤0.01%
255
-19
1142
$17.4K ﹤0.01%
1,336
+176
1143
$17.4K ﹤0.01%
236
1144
$17.4K ﹤0.01%
4,238
-197
1145
$17.2K ﹤0.01%
411
+111
1146
$17.2K ﹤0.01%
121
+15
1147
$17.1K ﹤0.01%
128
-13
1148
$17.1K ﹤0.01%
474
+451
1149
$17K ﹤0.01%
140
+5
1150
$17K ﹤0.01%
84
+3
44 45
46
47 48