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
1626
$7.61K ﹤0.01%
242
1627
$7.61K ﹤0.01%
110
+56
1628
$7.57K ﹤0.01%
611
-503
1629
$7.56K ﹤0.01%
+701
1630
$7.56K ﹤0.01%
60
1631
$7.54K ﹤0.01%
293
+201
1632
$7.54K ﹤0.01%
205
+7
1633
$7.54K ﹤0.01%
174
-20
1634
$7.53K ﹤0.01%
130
1635
$7.51K ﹤0.01%
119
-9
1636
$7.51K ﹤0.01%
626
+543
1637
$7.5K ﹤0.01%
150
1638
$7.5K ﹤0.01%
67
+2
1639
$7.48K ﹤0.01%
200
-37
1640
$7.45K ﹤0.01%
2,516
-2,091
1641
$7.45K ﹤0.01%
139
1642
$7.44K ﹤0.01%
213
1643
$7.44K ﹤0.01%
1,672
+1,195
1644
$7.44K ﹤0.01%
529
1645
$7.41K ﹤0.01%
132
-31
1646
$7.41K ﹤0.01%
122
1647
$7.38K ﹤0.01%
115
+43
1648
$7.36K ﹤0.01%
421
-355
1649
$7.34K ﹤0.01%
1,123
1650
$7.33K ﹤0.01%
612
+230
64 65
66
67 68