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
1201
$15.3K ﹤0.01%
1,354
+666
1202
$15.2K ﹤0.01%
3,228
-2,057
1203
$15.2K ﹤0.01%
180
1204
$15.2K ﹤0.01%
168
1205
$15.2K ﹤0.01%
439
+74
1206
$15.1K ﹤0.01%
1,050
+872
1207
$15.1K ﹤0.01%
707
-28
1208
$15.1K ﹤0.01%
2,470
-737
1209
$15.1K ﹤0.01%
4
+2
1210
$15K ﹤0.01%
151
-4
1211
$15K ﹤0.01%
386
-29
1212
$14.9K ﹤0.01%
769
+46
1213
$14.9K ﹤0.01%
1,635
1214
$14.8K ﹤0.01%
179
+46
1215
$14.8K ﹤0.01%
10,128
+7,569
1216
$14.7K ﹤0.01%
+215
1217
$14.7K ﹤0.01%
940
1218
$14.7K ﹤0.01%
1,794
+172
1219
$14.6K ﹤0.01%
275
-6
1220
$14.5K ﹤0.01%
+279
1221
$14.4K ﹤0.01%
527
+372
1222
$14.4K ﹤0.01%
2,009
+1,239
1223
$14.4K ﹤0.01%
215
+62
1224
$14.4K ﹤0.01%
1,546
+1,291
1225
$14.4K ﹤0.01%
+218