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
1301
$12.6K ﹤0.01%
71
+2
1302
$12.6K ﹤0.01%
305
-78
1303
$12.6K ﹤0.01%
320
-7
1304
$12.6K ﹤0.01%
93
+11
1305
$12.6K ﹤0.01%
843
+802
1306
$12.5K ﹤0.01%
103
1307
$12.5K ﹤0.01%
159
-3
1308
$12.5K ﹤0.01%
837
+383
1309
$12.5K ﹤0.01%
1,650
+922
1310
$12.5K ﹤0.01%
1,108
+192
1311
$12.5K ﹤0.01%
+295
1312
$12.4K ﹤0.01%
276
1313
$12.4K ﹤0.01%
+214
1314
$12.4K ﹤0.01%
477
-36
1315
$12.3K ﹤0.01%
96
+12
1316
$12.3K ﹤0.01%
402
+389
1317
$12.3K ﹤0.01%
210
+6
1318
$12.3K ﹤0.01%
327
+186
1319
$12.3K ﹤0.01%
226
1320
$12.2K ﹤0.01%
820
+499
1321
$12.2K ﹤0.01%
86
+2
1322
$12.2K ﹤0.01%
471
-91
1323
$12.2K ﹤0.01%
305
-68
1324
$12.1K ﹤0.01%
900
-165
1325
$12.1K ﹤0.01%
125
-28
51 52
53
54 55