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
1226
$14.4K ﹤0.01%
949
+935
1227
$14.4K ﹤0.01%
777
-204
1228
$14.3K ﹤0.01%
519
-43
1229
$14.3K ﹤0.01%
521
1230
$14.3K ﹤0.01%
1,026
+44
1231
$14.3K ﹤0.01%
171
+68
1232
$14.3K ﹤0.01%
117
+6
1233
$14.3K ﹤0.01%
687
1234
$14.3K ﹤0.01%
380
+144
1235
$14.2K ﹤0.01%
674
+347
1236
$14.2K ﹤0.01%
899
+497
1237
$14.1K ﹤0.01%
340
+28
1238
$14.1K ﹤0.01%
139
1239
$14.1K ﹤0.01%
314
+189
1240
$14.1K ﹤0.01%
305
-11
1241
$14.1K ﹤0.01%
862
+711
1242
$14.1K ﹤0.01%
203
+5
1243
$14.1K ﹤0.01%
1,150
+715
1244
$14K ﹤0.01%
219
-49
1245
$14K ﹤0.01%
911
-152
1246
$14K ﹤0.01%
231
1247
$14K ﹤0.01%
387
-13
1248
$14K ﹤0.01%
621
-81
1249
$13.9K ﹤0.01%
133
1250
$13.9K ﹤0.01%
246
+41
48 49
50
51 52