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
1526
$8.73K ﹤0.01%
160
-83
1527
$8.73K ﹤0.01%
258
+104
1528
$8.71K ﹤0.01%
127
+91
1529
$8.71K ﹤0.01%
143
+3
1530
$8.7K ﹤0.01%
167
-29
1531
$8.69K ﹤0.01%
218
-168
1532
$8.69K ﹤0.01%
67
+12
1533
$8.69K ﹤0.01%
465
+31
1534
$8.65K ﹤0.01%
633
-15
1535
$8.65K ﹤0.01%
489
+329
1536
$8.64K ﹤0.01%
+1,006
1537
$8.64K ﹤0.01%
180
1538
$8.63K ﹤0.01%
620
+117
1539
$8.63K ﹤0.01%
2,793
1540
$8.63K ﹤0.01%
171
+8
1541
$8.62K ﹤0.01%
224
+190
1542
$8.6K ﹤0.01%
126
1543
$8.59K ﹤0.01%
2,059
-2,328
1544
$8.58K ﹤0.01%
746
-21
1545
$8.58K ﹤0.01%
240
+125
1546
$8.58K ﹤0.01%
282
1547
$8.57K ﹤0.01%
722
+561
1548
$8.55K ﹤0.01%
81
1549
$8.53K ﹤0.01%
+1,727
1550
$8.52K ﹤0.01%
12,000
-215
60 61
62
63 64