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
1251
$13.9K ﹤0.01%
2,293
-10,710
1252
$13.9K ﹤0.01%
1,984
-22
1253
$13.9K ﹤0.01%
231
-1
1254
$13.8K ﹤0.01%
148
-4
1255
$13.8K ﹤0.01%
468
-1,783
1256
$13.8K ﹤0.01%
1,714
1257
$13.7K ﹤0.01%
174
+22
1258
$13.7K ﹤0.01%
1,144
-796
1259
$13.7K ﹤0.01%
209
1260
$13.7K ﹤0.01%
809
+319
1261
$13.7K ﹤0.01%
133
1262
$13.6K ﹤0.01%
933
1263
$13.6K ﹤0.01%
191
-18
1264
$13.6K ﹤0.01%
4,806
-2,412
1265
$13.5K ﹤0.01%
1,178
+69
1266
$13.5K ﹤0.01%
67
-13
1267
$13.5K ﹤0.01%
695
+660
1268
$13.5K ﹤0.01%
+2,958
1269
$13.5K ﹤0.01%
556
+22
1270
$13.5K ﹤0.01%
926
-39
1271
$13.5K ﹤0.01%
105
+5
1272
$13.5K ﹤0.01%
384
1273
$13.4K ﹤0.01%
113
-6
1274
$13.4K ﹤0.01%
440
-548
1275
$13.4K ﹤0.01%
1,734
49 50
51
52 53