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
1501
$9.18K ﹤0.01%
289
-69
1502
$9.17K ﹤0.01%
47
1503
$9.17K ﹤0.01%
428
-156
1504
$9.15K ﹤0.01%
924
1505
$9.14K ﹤0.01%
187
+5
1506
$9.08K ﹤0.01%
258
-173
1507
$9.04K ﹤0.01%
250
+235
1508
$9.03K ﹤0.01%
270
+256
1509
$9.02K ﹤0.01%
232
-46
1510
$9.01K ﹤0.01%
656
-34
1511
$8.96K ﹤0.01%
52
+1
1512
$8.95K ﹤0.01%
313
+147
1513
$8.95K ﹤0.01%
394
-11
1514
$8.94K ﹤0.01%
123
-60
1515
$8.92K ﹤0.01%
270
+178
1516
$8.91K ﹤0.01%
200
-7
1517
$8.89K ﹤0.01%
100
-89
1518
$8.88K ﹤0.01%
160
+13
1519
$8.86K ﹤0.01%
144
+134
1520
$8.86K ﹤0.01%
+1,535
1521
$8.8K ﹤0.01%
320
+86
1522
$8.78K ﹤0.01%
1,617
+1,140
1523
$8.78K ﹤0.01%
100
1524
$8.75K ﹤0.01%
52
1525
$8.73K ﹤0.01%
158
59 60
61
62 63