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
1751
$6.26K ﹤0.01%
3,331
+1,831
1752
$6.26K ﹤0.01%
288
+108
1753
$6.25K ﹤0.01%
157
+37
1754
$6.24K ﹤0.01%
580
+123
1755
$6.24K ﹤0.01%
+732
1756
$6.23K ﹤0.01%
185
1757
$6.23K ﹤0.01%
319
1758
$6.22K ﹤0.01%
74
-1
1759
$6.22K ﹤0.01%
36
1760
$6.21K ﹤0.01%
163
-8
1761
$6.2K ﹤0.01%
400
1762
$6.19K ﹤0.01%
181
1763
$6.17K ﹤0.01%
362
+126
1764
$6.14K ﹤0.01%
484
-130
1765
$6.14K ﹤0.01%
200
1766
$6.09K ﹤0.01%
974
+914
1767
$6.08K ﹤0.01%
409
+27
1768
$6.06K ﹤0.01%
134
-7
1769
$6.03K ﹤0.01%
91
+25
1770
$6K ﹤0.01%
168
1771
$6K ﹤0.01%
93
1772
$5.98K ﹤0.01%
125
1773
$5.98K ﹤0.01%
506
1774
$5.97K ﹤0.01%
59
-58
1775
$5.96K ﹤0.01%
326
+307
69 70
71
72 73