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
1976
$3.73K ﹤0.01%
48
+5
1977
$3.73K ﹤0.01%
50
+46
1978
$3.73K ﹤0.01%
+330
1979
$3.72K ﹤0.01%
168
-40
1980
$3.71K ﹤0.01%
84
1981
$3.7K ﹤0.01%
208
1982
$3.66K ﹤0.01%
528
+392
1983
$3.65K ﹤0.01%
284
-47
1984
$3.65K ﹤0.01%
2,006
1985
$3.65K ﹤0.01%
+185
1986
$3.65K ﹤0.01%
320
1987
$3.65K ﹤0.01%
195
-9
1988
$3.64K ﹤0.01%
392
1989
$3.63K ﹤0.01%
1,058
-1,590
1990
$3.62K ﹤0.01%
151
-38
1991
$3.62K ﹤0.01%
24
-23
1992
$3.62K ﹤0.01%
96
-43
1993
$3.61K ﹤0.01%
37
-6
1994
$3.6K ﹤0.01%
99
-10
1995
$3.6K ﹤0.01%
418
-190
1996
$3.59K ﹤0.01%
113
+80
1997
$3.58K ﹤0.01%
361
-151
1998
$3.58K ﹤0.01%
151
-2
1999
$3.56K ﹤0.01%
1,935
2000
$3.55K ﹤0.01%
103
-11
78 79
80
81 82