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
1876
$4.65K ﹤0.01%
117
-8
1877
$4.64K ﹤0.01%
18
-28
1878
$4.64K ﹤0.01%
4,656
+4,539
1879
$4.63K ﹤0.01%
432
-37
1880
$4.63K ﹤0.01%
270
-67
1881
$4.63K ﹤0.01%
78
-1
1882
$4.62K ﹤0.01%
135
+58
1883
$4.62K ﹤0.01%
64
1884
$4.6K ﹤0.01%
191
1885
$4.59K ﹤0.01%
103
1886
$4.59K ﹤0.01%
363
+244
1887
$4.58K ﹤0.01%
3,050
1888
$4.57K ﹤0.01%
255
-42
1889
$4.57K ﹤0.01%
1,001
+468
1890
$4.56K ﹤0.01%
1,152
-296
1891
$4.56K ﹤0.01%
+192
1892
$4.56K ﹤0.01%
106
-40
1893
$4.53K ﹤0.01%
77
+11
1894
$4.48K ﹤0.01%
714
+341
1895
$4.48K ﹤0.01%
390
1896
$4.47K ﹤0.01%
631
-193
1897
$4.46K ﹤0.01%
535
-23
1898
$4.46K ﹤0.01%
312
-17
1899
$4.45K ﹤0.01%
112
-17
1900
$4.45K ﹤0.01%
20
-5
74 75
76
77 78