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
1726
$6.5K ﹤0.01%
176
-11
1727
$6.49K ﹤0.01%
382
-48
1728
$6.49K ﹤0.01%
790
-158
1729
$6.46K ﹤0.01%
132
+71
1730
$6.45K ﹤0.01%
117
+74
1731
$6.45K ﹤0.01%
52
-15
1732
$6.44K ﹤0.01%
121
1733
$6.43K ﹤0.01%
41
-2
1734
$6.42K ﹤0.01%
94
+47
1735
$6.42K ﹤0.01%
279
-12
1736
$6.42K ﹤0.01%
124
1737
$6.41K ﹤0.01%
23
+2
1738
$6.4K ﹤0.01%
44
-6
1739
$6.39K ﹤0.01%
72
-14
1740
$6.38K ﹤0.01%
70
1741
$6.37K ﹤0.01%
174
-6
1742
$6.35K ﹤0.01%
113
-25
1743
$6.35K ﹤0.01%
62
+4
1744
$6.34K ﹤0.01%
216
+169
1745
$6.34K ﹤0.01%
706
1746
$6.32K ﹤0.01%
84
+55
1747
$6.29K ﹤0.01%
+138
1748
$6.28K ﹤0.01%
268
+174
1749
$6.28K ﹤0.01%
+804
1750
$6.27K ﹤0.01%
241
68 69
70
71 72