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
1801
$5.64K ﹤0.01%
210
+48
1802
$5.64K ﹤0.01%
146
+13
1803
$5.64K ﹤0.01%
58
-23
1804
$5.63K ﹤0.01%
618
-114
1805
$5.62K ﹤0.01%
128
1806
$5.62K ﹤0.01%
365
+110
1807
$5.6K ﹤0.01%
365
1808
$5.6K ﹤0.01%
831
-26
1809
$5.59K ﹤0.01%
46
+3
1810
$5.59K ﹤0.01%
252
+171
1811
$5.58K ﹤0.01%
184
+61
1812
$5.54K ﹤0.01%
194
+116
1813
$5.51K ﹤0.01%
266
+62
1814
$5.51K ﹤0.01%
40
+12
1815
$5.51K ﹤0.01%
550
1816
$5.47K ﹤0.01%
490
-28
1817
$5.46K ﹤0.01%
95
+31
1818
$5.46K ﹤0.01%
194
-24
1819
$5.42K ﹤0.01%
+1,802
1820
$5.42K ﹤0.01%
+80
1821
$5.41K ﹤0.01%
317
-201
1822
$5.39K ﹤0.01%
60
1823
$5.38K ﹤0.01%
10
+8
1824
$5.36K ﹤0.01%
147
-156
1825
$5.34K ﹤0.01%
121
+66
71 72
73
74 75