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
1476
$9.67K ﹤0.01%
105
-3
1477
$9.65K ﹤0.01%
167
-8
1478
$9.65K ﹤0.01%
198
+22
1479
$9.64K ﹤0.01%
300
-83
1480
$9.56K ﹤0.01%
50
-21
1481
$9.55K ﹤0.01%
617
-27
1482
$9.54K ﹤0.01%
286
+214
1483
$9.52K ﹤0.01%
165
-42
1484
$9.51K ﹤0.01%
179
+172
1485
$9.46K ﹤0.01%
408
1486
$9.44K ﹤0.01%
121
-18
1487
$9.41K ﹤0.01%
424
-137
1488
$9.41K ﹤0.01%
112
1489
$9.36K ﹤0.01%
101
+90
1490
$9.36K ﹤0.01%
156
-20
1491
$9.29K ﹤0.01%
66
+22
1492
$9.28K ﹤0.01%
1,061
+44
1493
$9.28K ﹤0.01%
100
1494
$9.27K ﹤0.01%
276
+211
1495
$9.26K ﹤0.01%
615
+107
1496
$9.26K ﹤0.01%
758
-242
1497
$9.24K ﹤0.01%
86
-14
1498
$9.23K ﹤0.01%
610
+510
1499
$9.22K ﹤0.01%
96
-22
1500
$9.21K ﹤0.01%
287
58 59
60
61 62