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
1951
$3.96K ﹤0.01%
26
-6
1952
$3.96K ﹤0.01%
387
+2
1953
$3.96K ﹤0.01%
125
+38
1954
$3.96K ﹤0.01%
+208
1955
$3.93K ﹤0.01%
1,438
+1,008
1956
$3.92K ﹤0.01%
9
+5
1957
$3.9K ﹤0.01%
38
1958
$3.9K ﹤0.01%
180
+84
1959
$3.9K ﹤0.01%
138
1960
$3.89K ﹤0.01%
63
-81
1961
$3.88K ﹤0.01%
74
-39
1962
$3.87K ﹤0.01%
74
1963
$3.86K ﹤0.01%
70
-107
1964
$3.85K ﹤0.01%
365
-686
1965
$3.85K ﹤0.01%
13
+2
1966
$3.85K ﹤0.01%
35
1967
$3.85K ﹤0.01%
27
+6
1968
$3.84K ﹤0.01%
241
-150
1969
$3.83K ﹤0.01%
183
+85
1970
$3.82K ﹤0.01%
86
+40
1971
– –
0
1972
$3.8K ﹤0.01%
130
+10
1973
$3.8K ﹤0.01%
69
+7
1974
$3.75K ﹤0.01%
77
-96
1975
$3.74K ﹤0.01%
32
+2
77 78
79
80 81