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
1676
$7.08K ﹤0.01%
269
1677
$7.07K ﹤0.01%
170
+6
1678
$7.07K ﹤0.01%
167
1679
$7.07K ﹤0.01%
271
1680
$7.03K ﹤0.01%
89
+7
1681
$7.03K ﹤0.01%
349
+114
1682
$7.03K ﹤0.01%
81
+9
1683
$7.03K ﹤0.01%
641
+149
1684
$7.02K ﹤0.01%
161
-92
1685
$6.98K ﹤0.01%
98
+51
1686
$6.97K ﹤0.01%
36
+34
1687
$6.97K ﹤0.01%
266
+63
1688
$6.96K ﹤0.01%
1,334
+339
1689
$6.96K ﹤0.01%
786
1690
$6.95K ﹤0.01%
419
+106
1691
$6.94K ﹤0.01%
96
+49
1692
$6.94K ﹤0.01%
554
-1,396
1693
$6.93K ﹤0.01%
+1,311
1694
$6.93K ﹤0.01%
+709
1695
$6.93K ﹤0.01%
168
-97
1696
$6.93K ﹤0.01%
52
-2
1697
$6.9K ﹤0.01%
309
-26
1698
$6.9K ﹤0.01%
546
+418
1699
$6.87K ﹤0.01%
336
+176
1700
$6.86K ﹤0.01%
374
+60
66 67
68
69 70