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
1901
$4.44K ﹤0.01%
39
1902
$4.42K ﹤0.01%
187
-78
1903
$4.4K ﹤0.01%
260
1904
$4.39K ﹤0.01%
1,101
+758
1905
$4.39K ﹤0.01%
122
1906
$4.38K ﹤0.01%
191
-208
1907
$4.38K ﹤0.01%
501
+418
1908
$4.37K ﹤0.01%
107
+48
1909
$4.32K ﹤0.01%
148
-13
1910
$4.32K ﹤0.01%
1,216
+1,145
1911
$4.29K ﹤0.01%
197
1912
$4.28K ﹤0.01%
3,056
1913
$4.27K ﹤0.01%
74
-6
1914
$4.27K ﹤0.01%
107
+6
1915
$4.26K ﹤0.01%
59
1916
$4.25K ﹤0.01%
316
+127
1917
$4.22K ﹤0.01%
+54
1918
$4.22K ﹤0.01%
107
1919
$4.22K ﹤0.01%
131
-60
1920
$4.22K ﹤0.01%
407
1921
$4.21K ﹤0.01%
1,450
+750
1922
$4.2K ﹤0.01%
199
+104
1923
$4.2K ﹤0.01%
56
-15
1924
$4.2K ﹤0.01%
182
-63
1925
$4.17K ﹤0.01%
38
-2
75 76
77
78 79