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
1851
$4.95K ﹤0.01%
85
+20
1852
$4.94K ﹤0.01%
959
+520
1853
$4.93K ﹤0.01%
194
-474
1854
$4.93K ﹤0.01%
708
+182
1855
$4.92K ﹤0.01%
354
+18
1856
$4.9K ﹤0.01%
679
-141
1857
$4.9K ﹤0.01%
208
1858
$4.9K ﹤0.01%
659
-33
1859
$4.85K ﹤0.01%
176
-108
1860
$4.85K ﹤0.01%
45
1861
$4.83K ﹤0.01%
136
1862
$4.83K ﹤0.01%
274
1863
$4.82K ﹤0.01%
411
+57
1864
$4.81K ﹤0.01%
74
+23
1865
$4.79K ﹤0.01%
349
+134
1866
$4.78K ﹤0.01%
29
1867
$4.76K ﹤0.01%
440
-128
1868
$4.76K ﹤0.01%
1,076
-790
1869
$4.74K ﹤0.01%
537
-75
1870
$4.73K ﹤0.01%
138
+83
1871
$4.72K ﹤0.01%
53
-2
1872
$4.71K ﹤0.01%
365
+37
1873
$4.7K ﹤0.01%
187
-254
1874
$4.66K ﹤0.01%
305
1875
$4.65K ﹤0.01%
+330
73 74
75
76 77