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
1701
$6.84K ﹤0.01%
263
-11
1702
$6.84K ﹤0.01%
134
-6
1703
$6.83K ﹤0.01%
5,554
+4,645
1704
$6.81K ﹤0.01%
34
+1
1705
$6.79K ﹤0.01%
135
-5
1706
$6.78K ﹤0.01%
212
+61
1707
$6.77K ﹤0.01%
469
-3
1708
$6.76K ﹤0.01%
116
+10
1709
$6.75K ﹤0.01%
107
1710
$6.74K ﹤0.01%
69
-1
1711
$6.72K ﹤0.01%
1,263
-980
1712
$6.68K ﹤0.01%
55
1713
$6.68K ﹤0.01%
138
1714
$6.66K ﹤0.01%
111
+1
1715
$6.63K ﹤0.01%
216
-198
1716
$6.61K ﹤0.01%
729
+40
1717
$6.6K ﹤0.01%
89
1718
$6.59K ﹤0.01%
922
+592
1719
$6.58K ﹤0.01%
807
-42
1720
$6.56K ﹤0.01%
307
-150
1721
$6.56K ﹤0.01%
91
+57
1722
$6.56K ﹤0.01%
33
-3
1723
$6.55K ﹤0.01%
399
1724
$6.55K ﹤0.01%
561
-57
1725
$6.52K ﹤0.01%
37
-3
67 68
69
70 71