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
1151
$16.9K ﹤0.01%
2,126
1152
$16.9K ﹤0.01%
90
-18
1153
$16.9K ﹤0.01%
273
-19
1154
$16.9K ﹤0.01%
399
+159
1155
$16.9K ﹤0.01%
452
-38
1156
$16.9K ﹤0.01%
265
-3
1157
$16.8K ﹤0.01%
661
+20
1158
$16.8K ﹤0.01%
1,585
1159
$16.8K ﹤0.01%
276
-82
1160
$16.8K ﹤0.01%
49
-6
1161
$16.7K ﹤0.01%
6,348
+2,051
1162
$16.7K ﹤0.01%
126
+77
1163
$16.7K ﹤0.01%
388
+29
1164
$16.5K ﹤0.01%
1,000
1165
$16.5K ﹤0.01%
603
+87
1166
$16.5K ﹤0.01%
235
+12
1167
$16.5K ﹤0.01%
216
+7
1168
$16.4K ﹤0.01%
145
+7
1169
$16.4K ﹤0.01%
306
-162
1170
$16.4K ﹤0.01%
325
1171
$16.4K ﹤0.01%
538
-191
1172
$16.3K ﹤0.01%
558
+255
1173
$16.3K ﹤0.01%
+676
1174
$16.3K ﹤0.01%
112
-6
1175
$16.3K ﹤0.01%
34
+11
45 46
47
48 49