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
1426
$10.5K ﹤0.01%
454
+99
1427
$10.4K ﹤0.01%
392
-299
1428
$10.4K ﹤0.01%
631
+18
1429
$10.4K ﹤0.01%
166
+9
1430
$10.4K ﹤0.01%
206
+4
1431
$10.4K ﹤0.01%
71
1432
$10.4K ﹤0.01%
+1,500
1433
$10.3K ﹤0.01%
160
1434
$10.3K ﹤0.01%
324
-456
1435
$10.3K ﹤0.01%
183
+8
1436
$10.3K ﹤0.01%
246
1437
$10.3K ﹤0.01%
133
1438
$10.3K ﹤0.01%
429
+183
1439
$10.3K ﹤0.01%
5,841
+5,231
1440
$10.2K ﹤0.01%
1,287
+215
1441
$10.2K ﹤0.01%
259
+107
1442
$10.2K ﹤0.01%
238
-143
1443
$10.2K ﹤0.01%
358
+6
1444
$10.1K ﹤0.01%
276
+164
1445
$10.1K ﹤0.01%
258
+142
1446
$10.1K ﹤0.01%
60
+21
1447
$10.1K ﹤0.01%
102
+1
1448
$10.1K ﹤0.01%
197
-37
1449
$10K ﹤0.01%
671
1450
$10K ﹤0.01%
1,324
+379
56 57
58
59 60