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
1826
$5.33K ﹤0.01%
126
+21
1827
$5.32K ﹤0.01%
687
-66
1828
$5.31K ﹤0.01%
1,009
+452
1829
$5.3K ﹤0.01%
39
1830
$5.29K ﹤0.01%
464
+147
1831
$5.26K ﹤0.01%
900
1832
$5.25K ﹤0.01%
415
+127
1833
$5.24K ﹤0.01%
65
+54
1834
$5.24K ﹤0.01%
500
1835
$5.21K ﹤0.01%
333
-12
1836
$5.21K ﹤0.01%
1,278
+231
1837
$5.21K ﹤0.01%
101
+95
1838
$5.18K ﹤0.01%
129
1839
$5.16K ﹤0.01%
182
-95
1840
$5.14K ﹤0.01%
112
+3
1841
$5.11K ﹤0.01%
16
1842
$5.1K ﹤0.01%
+425
1843
$5.07K ﹤0.01%
3,962
-89
1844
$5.05K ﹤0.01%
76
1845
$5.03K ﹤0.01%
45
1846
$5.02K ﹤0.01%
74
+4
1847
$5K ﹤0.01%
24
+20
1848
$4.98K ﹤0.01%
243
+2
1849
$4.97K ﹤0.01%
108
-20
1850
$4.96K ﹤0.01%
330
+27
72 73
74
75 76