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
1401
$10.9K ﹤0.01%
53
+16
1402
$10.9K ﹤0.01%
304
+254
1403
$10.9K ﹤0.01%
338
+49
1404
$10.9K ﹤0.01%
2,313
+1,615
1405
$10.8K ﹤0.01%
+166
1406
$10.8K ﹤0.01%
100
-9
1407
$10.8K ﹤0.01%
177
-42
1408
$10.8K ﹤0.01%
2,620
-148
1409
$10.7K ﹤0.01%
188
-19
1410
$10.7K ﹤0.01%
200
-40
1411
$10.7K ﹤0.01%
23
-6
1412
$10.7K ﹤0.01%
421
-19
1413
$10.7K ﹤0.01%
385
+22
1414
$10.7K ﹤0.01%
382
-60
1415
$10.7K ﹤0.01%
1,109
-174
1416
$10.6K ﹤0.01%
960
+632
1417
$10.6K ﹤0.01%
441
-109
1418
$10.6K ﹤0.01%
310
-361
1419
$10.6K ﹤0.01%
1,306
+265
1420
$10.6K ﹤0.01%
576
+76
1421
$10.6K ﹤0.01%
+7,854
1422
$10.5K ﹤0.01%
+1,011
1423
$10.5K ﹤0.01%
240
-21
1424
$10.5K ﹤0.01%
606
-382
1425
$10.5K ﹤0.01%
+560
55 56
57
58 59