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
1376
$11.2K ﹤0.01%
291
-32
1377
$11.2K ﹤0.01%
408
-148
1378
$11.2K ﹤0.01%
582
1379
$11.1K ﹤0.01%
388
-104
1380
$11.1K ﹤0.01%
899
+745
1381
$11.1K ﹤0.01%
83
-12
1382
$11.1K ﹤0.01%
270
1383
$11.1K ﹤0.01%
256
-77
1384
$11.1K ﹤0.01%
86
+30
1385
$11.1K ﹤0.01%
509
+270
1386
$11K ﹤0.01%
469
-107
1387
$11K ﹤0.01%
120
-25
1388
$11K ﹤0.01%
137
-37
1389
$11K ﹤0.01%
232
1390
$11K ﹤0.01%
383
-249
1391
$11K ﹤0.01%
343
1392
$11K ﹤0.01%
1,098
+116
1393
$11K ﹤0.01%
125
+12
1394
$11K ﹤0.01%
246
+118
1395
$11K ﹤0.01%
69
1396
$11K ﹤0.01%
610
-86
1397
$11K ﹤0.01%
+408
1398
$11K ﹤0.01%
781
-137
1399
$11K ﹤0.01%
1,001
-229
1400
$10.9K ﹤0.01%
188
-43
54 55
56
57 58