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
2026
$3.34K ﹤0.01%
125
2027
$3.33K ﹤0.01%
1,027
-3,201
2028
$3.33K ﹤0.01%
190
+48
2029
$3.31K ﹤0.01%
547
+401
2030
$3.31K ﹤0.01%
313
+211
2031
$3.3K ﹤0.01%
30
+12
2032
$3.29K ﹤0.01%
1,405
+208
2033
$3.29K ﹤0.01%
89
+7
2034
$3.28K ﹤0.01%
190
+128
2035
$3.28K ﹤0.01%
55
+29
2036
$3.28K ﹤0.01%
69
2037
$3.28K ﹤0.01%
62
+51
2038
$3.26K ﹤0.01%
191
-40
2039
$3.26K ﹤0.01%
222
2040
$3.25K ﹤0.01%
119
-24
2041
$3.24K ﹤0.01%
84
-23
2042
$3.24K ﹤0.01%
67
+8
2043
$3.22K ﹤0.01%
+500
2044
$3.22K ﹤0.01%
64
2045
$3.19K ﹤0.01%
170
+116
2046
$3.17K ﹤0.01%
768
2047
$3.17K ﹤0.01%
85
-31
2048
$3.17K ﹤0.01%
26
2049
$3.17K ﹤0.01%
408
-35
2050
$3.15K ﹤0.01%
497
-384
80 81
82
83 84