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
1551
$8.52K ﹤0.01%
35
+7
1552
$8.49K ﹤0.01%
937
+529
1553
$8.48K ﹤0.01%
271
+94
1554
$8.47K ﹤0.01%
724
-85
1555
$8.45K ﹤0.01%
+417
1556
$8.45K ﹤0.01%
342
+263
1557
$8.44K ﹤0.01%
237
-532
1558
$8.43K ﹤0.01%
31
1559
$8.42K ﹤0.01%
3,120
1560
$8.39K ﹤0.01%
315
1561
$8.38K ﹤0.01%
49
-12
1562
$8.38K ﹤0.01%
678
-131,116
1563
$8.38K ﹤0.01%
69
-14
1564
$8.37K ﹤0.01%
397
-85
1565
$8.36K ﹤0.01%
113
-32
1566
$8.34K ﹤0.01%
40
1567
$8.34K ﹤0.01%
719
+411
1568
$8.31K ﹤0.01%
708
+566
1569
$8.3K ﹤0.01%
20
+6
1570
$8.29K ﹤0.01%
73
+16
1571
$8.29K ﹤0.01%
116
+7
1572
$8.29K ﹤0.01%
223
+131
1573
$8.28K ﹤0.01%
334
-186
1574
$8.28K ﹤0.01%
90
-202
1575
$8.27K ﹤0.01%
149
-4
61 62
63
64 65