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
1326
$12.1K ﹤0.01%
3,200
+1,000
1327
$12.1K ﹤0.01%
173
-85
1328
$12.1K ﹤0.01%
85
+3
1329
$12.1K ﹤0.01%
313
+12
1330
$12.1K ﹤0.01%
348
+324
1331
$12.1K ﹤0.01%
89
+64
1332
$12K ﹤0.01%
135
1333
$12K ﹤0.01%
623
+229
1334
$12K ﹤0.01%
5,539
-665
1335
$12K ﹤0.01%
222
+14
1336
$12K ﹤0.01%
1,249
1337
$11.9K ﹤0.01%
376
+62
1338
$11.9K ﹤0.01%
1,360
-1,314
1339
$11.9K ﹤0.01%
452
+20
1340
$11.9K ﹤0.01%
185
-7
1341
$11.9K ﹤0.01%
882
-76
1342
$11.9K ﹤0.01%
563
+234
1343
$11.9K ﹤0.01%
303
-22
1344
$11.9K ﹤0.01%
337
-12
1345
$11.9K ﹤0.01%
1,012
+587
1346
$11.8K ﹤0.01%
+439
1347
$11.8K ﹤0.01%
327
+295
1348
$11.8K ﹤0.01%
1,218
+208
1349
$11.8K ﹤0.01%
159
-78
1350
$11.8K ﹤0.01%
135
52 53
54
55 56