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
1926
$4.14K ﹤0.01%
283
-107
1927
$4.13K ﹤0.01%
166
1928
$4.13K ﹤0.01%
369
1929
$4.11K ﹤0.01%
438
+220
1930
$4.08K ﹤0.01%
200
1931
$4.04K ﹤0.01%
306
+142
1932
$4.03K ﹤0.01%
95
-52
1933
$4.03K ﹤0.01%
71
+12
1934
$4.03K ﹤0.01%
384
-573
1935
$4.02K ﹤0.01%
186
-148
1936
$4.01K ﹤0.01%
75
+14
1937
$4K ﹤0.01%
50
1938
$3.99K ﹤0.01%
601
-23
1939
$3.99K ﹤0.01%
155
+60
1940
$3.99K ﹤0.01%
626
-7
1941
$3.98K ﹤0.01%
47
-42
1942
$3.98K ﹤0.01%
323
-680
1943
$3.98K ﹤0.01%
232
-157
1944
$3.98K ﹤0.01%
184
-196
1945
$3.98K ﹤0.01%
+26
1946
$3.97K ﹤0.01%
41
+3
1947
$3.97K ﹤0.01%
+156
1948
$3.97K ﹤0.01%
1,459
1949
$3.96K ﹤0.01%
342
+216
1950
$3.96K ﹤0.01%
244
+16
76 77
78
79 80