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
1601
$7.92K ﹤0.01%
282
-8
1602
$7.9K ﹤0.01%
253
+28
1603
$7.9K ﹤0.01%
102
+74
1604
$7.9K ﹤0.01%
264
+14
1605
$7.89K ﹤0.01%
500
1606
$7.88K ﹤0.01%
79
+35
1607
$7.86K ﹤0.01%
214
1608
$7.86K ﹤0.01%
256
+132
1609
$7.83K ﹤0.01%
59
1610
$7.82K ﹤0.01%
230
+6
1611
$7.8K ﹤0.01%
70
1612
$7.78K ﹤0.01%
698
+198
1613
$7.77K ﹤0.01%
637
+328
1614
$7.77K ﹤0.01%
240
-125
1615
$7.76K ﹤0.01%
134
+17
1616
$7.76K ﹤0.01%
59
+4
1617
$7.75K ﹤0.01%
44
-3
1618
$7.75K ﹤0.01%
424
+242
1619
$7.72K ﹤0.01%
109
1620
$7.71K ﹤0.01%
33
+15
1621
$7.71K ﹤0.01%
+1,340
1622
$7.7K ﹤0.01%
192
-248
1623
$7.66K ﹤0.01%
149
+45
1624
$7.64K ﹤0.01%
49
+17
1625
$7.63K ﹤0.01%
185
+30
63 64
65
66 67