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
1276
$13.3K ﹤0.01%
705
1277
$13.3K ﹤0.01%
496
1278
$13.3K ﹤0.01%
175
+6
1279
$13.2K ﹤0.01%
59
+11
1280
$13.2K ﹤0.01%
156
+12
1281
$13.2K ﹤0.01%
145
+66
1282
$13.2K ﹤0.01%
98
+4
1283
$13.2K ﹤0.01%
298
+68
1284
$13.1K ﹤0.01%
4,071
-64
1285
$13.1K ﹤0.01%
868
-12
1286
$13.1K ﹤0.01%
609
+7
1287
$13.1K ﹤0.01%
934
+572
1288
$13.1K ﹤0.01%
424
-72
1289
$12.9K ﹤0.01%
+189
1290
$12.9K ﹤0.01%
286
1291
$12.9K ﹤0.01%
372
-25
1292
$12.9K ﹤0.01%
873
+62
1293
$12.8K ﹤0.01%
396
+367
1294
$12.8K ﹤0.01%
90
-6
1295
$12.8K ﹤0.01%
781
+440
1296
$12.8K ﹤0.01%
400
1297
$12.8K ﹤0.01%
225
1298
$12.7K ﹤0.01%
713
+650
1299
$12.7K ﹤0.01%
242
-93
1300
$12.7K ﹤0.01%
41
-5
50 51
52
53 54