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
2051
$3.14K ﹤0.01%
32
2052
$3.14K ﹤0.01%
640
-55
2053
$3.13K ﹤0.01%
201
-411
2054
$3.11K ﹤0.01%
180
+164
2055
$3.11K ﹤0.01%
+93
2056
$3.11K ﹤0.01%
911
2057
$3.1K ﹤0.01%
313
+35
2058
$3.1K ﹤0.01%
+76
2059
$3.09K ﹤0.01%
69
-8
2060
$3.08K ﹤0.01%
1,137
2061
$3.08K ﹤0.01%
102
2062
$3.08K ﹤0.01%
500
2063
$3.07K ﹤0.01%
100
2064
$3.07K ﹤0.01%
109
-15
2065
$3.06K ﹤0.01%
68
+17
2066
$3.05K ﹤0.01%
34
2067
$3.04K ﹤0.01%
1,200
2068
$3.03K ﹤0.01%
618
-257
2069
$3.03K ﹤0.01%
26
2070
$3.03K ﹤0.01%
199
2071
$3.01K ﹤0.01%
75
-6
2072
$3.01K ﹤0.01%
40
+30
2073
$3.01K ﹤0.01%
139
2074
$3K ﹤0.01%
336
-196
2075
$3K ﹤0.01%
56
-111
81 82
83
84 85