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
1576
$8.26K ﹤0.01%
65
-7
1577
$8.26K ﹤0.01%
93
+4
1578
$8.25K ﹤0.01%
1,119
-737
1579
$8.24K ﹤0.01%
80
+3
1580
$8.23K ﹤0.01%
292
-81
1581
$8.21K ﹤0.01%
1,460
+1,378
1582
$8.19K ﹤0.01%
390
1583
$8.19K ﹤0.01%
99
+12
1584
$8.18K ﹤0.01%
42
1585
$8.17K ﹤0.01%
207
-64
1586
$8.15K ﹤0.01%
+1,000
1587
$8.09K ﹤0.01%
1,230
+554
1588
$8.07K ﹤0.01%
4,863
+160
1589
$8.07K ﹤0.01%
206
+16
1590
$8.03K ﹤0.01%
212
+11
1591
$8.03K ﹤0.01%
484
-22
1592
$8.02K ﹤0.01%
387
+356
1593
$8.02K ﹤0.01%
1,407
+1,081
1594
$8.01K ﹤0.01%
+249
1595
$7.98K ﹤0.01%
+729
1596
$7.96K ﹤0.01%
56
-2
1597
$7.96K ﹤0.01%
104
+26
1598
$7.94K ﹤0.01%
111
+42
1599
$7.93K ﹤0.01%
117
1600
$7.92K ﹤0.01%
451
-103
62 63
64
65 66