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
1176
$16.3K ﹤0.01%
537
-58
1177
$16.2K ﹤0.01%
490
-8
1178
$16.2K ﹤0.01%
299
-24
1179
$16.2K ﹤0.01%
2,022
-36
1180
$16.1K ﹤0.01%
110
1181
$16.1K ﹤0.01%
280
+12
1182
$16.1K ﹤0.01%
158
1183
$16K ﹤0.01%
536
-193
1184
$16K ﹤0.01%
546
1185
$15.9K ﹤0.01%
996
+3
1186
$15.9K ﹤0.01%
293
-11
1187
$15.8K ﹤0.01%
208
-3
1188
$15.8K ﹤0.01%
52
+32
1189
$15.7K ﹤0.01%
138
-8
1190
$15.7K ﹤0.01%
5,000
1191
$15.7K ﹤0.01%
328
-57
1192
$15.7K ﹤0.01%
676
+262
1193
$15.6K ﹤0.01%
189
1194
$15.5K ﹤0.01%
420
-26
1195
$15.5K ﹤0.01%
336
1196
$15.5K ﹤0.01%
834
-762
1197
$15.5K ﹤0.01%
675
+36
1198
$15.4K ﹤0.01%
864
-359
1199
$15.4K ﹤0.01%
313
1200
$15.4K ﹤0.01%
255
-13