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
1451
$10K ﹤0.01%
316
+50
1452
$9.96K ﹤0.01%
307
-266
1453
$9.96K ﹤0.01%
80
+53
1454
$9.95K ﹤0.01%
245
+203
1455
$9.95K ﹤0.01%
201
+8
1456
$9.95K ﹤0.01%
41
-1
1457
$9.93K ﹤0.01%
115
1458
$9.93K ﹤0.01%
95
+5
1459
$9.92K ﹤0.01%
508
1460
$9.92K ﹤0.01%
105
1461
$9.89K ﹤0.01%
200
-62
1462
$9.87K ﹤0.01%
394
1463
$9.86K ﹤0.01%
537
-21
1464
$9.85K ﹤0.01%
211
+6
1465
$9.84K ﹤0.01%
43
+4
1466
$9.84K ﹤0.01%
335
-60
1467
$9.83K ﹤0.01%
877
-35,729
1468
$9.82K ﹤0.01%
1,045
-279
1469
$9.81K ﹤0.01%
128
+33
1470
$9.73K ﹤0.01%
+1,500
1471
$9.73K ﹤0.01%
1,437
1472
$9.72K ﹤0.01%
672
-120
1473
$9.7K ﹤0.01%
404
+167
1474
$9.68K ﹤0.01%
3,694
-6,063
1475
$9.67K ﹤0.01%
235
+47
57 58
59
60 61