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
1776
$5.94K ﹤0.01%
440
1777
$5.93K ﹤0.01%
538
-5
1778
$5.92K ﹤0.01%
+477
1779
$5.9K ﹤0.01%
410
-61
1780
$5.89K ﹤0.01%
53
-3
1781
$5.89K ﹤0.01%
192
-469
1782
$5.87K ﹤0.01%
184
+38
1783
$5.87K ﹤0.01%
526
+515
1784
$5.86K ﹤0.01%
150
+72
1785
$5.82K ﹤0.01%
49
-34
1786
$5.82K ﹤0.01%
142
+38
1787
$5.81K ﹤0.01%
715
-79
1788
$5.81K ﹤0.01%
58
-5
1789
$5.81K ﹤0.01%
181
-11
1790
$5.81K ﹤0.01%
79
+65
1791
$5.78K ﹤0.01%
160
-71
1792
$5.78K ﹤0.01%
152
-10
1793
$5.73K ﹤0.01%
68
1794
$5.72K ﹤0.01%
106
-192
1795
$5.7K ﹤0.01%
+164
1796
$5.67K ﹤0.01%
210
-11
1797
$5.66K ﹤0.01%
293
+91
1798
$5.66K ﹤0.01%
611
-166
1799
$5.66K ﹤0.01%
366
-103
1800
$5.65K ﹤0.01%
2,500
70 71
72
73 74