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
1651
$7.32K ﹤0.01%
1,187
-24
1652
$7.31K ﹤0.01%
367
-124
1653
$7.31K ﹤0.01%
542
+96
1654
$7.3K ﹤0.01%
1,048
+250
1655
$7.3K ﹤0.01%
799
+778
1656
$7.3K ﹤0.01%
84
1657
$7.29K ﹤0.01%
4,166
+3,870
1658
$7.29K ﹤0.01%
228
1659
$7.28K ﹤0.01%
+178
1660
$7.28K ﹤0.01%
162
1661
$7.26K ﹤0.01%
357
+100
1662
$7.25K ﹤0.01%
74
-2
1663
$7.23K ﹤0.01%
1,370
+1,277
1664
$7.23K ﹤0.01%
216
1665
$7.2K ﹤0.01%
621
+391
1666
$7.19K ﹤0.01%
268
1667
$7.19K ﹤0.01%
318
+27
1668
$7.16K ﹤0.01%
417
+405
1669
$7.16K ﹤0.01%
187
+9
1670
$7.16K ﹤0.01%
416
+408
1671
$7.14K ﹤0.01%
231
-118
1672
$7.13K ﹤0.01%
727
-38
1673
$7.13K ﹤0.01%
226
1674
$7.13K ﹤0.01%
68
+2
1675
$7.1K ﹤0.01%
163
+90
65 66
67
68 69