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
2076
$3K ﹤0.01%
50
2077
$3K ﹤0.01%
137
-49
2078
$2.99K ﹤0.01%
1,700
-1,958
2079
$2.98K ﹤0.01%
269
-75
2080
$2.96K ﹤0.01%
30
2081
$2.96K ﹤0.01%
31
+3
2082
$2.94K ﹤0.01%
13
+6
2083
$2.94K ﹤0.01%
133
+47
2084
$2.93K ﹤0.01%
78
2085
$2.92K ﹤0.01%
79
2086
$2.91K ﹤0.01%
170
+162
2087
$2.91K ﹤0.01%
114
-40
2088
$2.89K ﹤0.01%
40
-3
2089
$2.88K ﹤0.01%
+173
2090
$2.87K ﹤0.01%
68
+10
2091
$2.87K ﹤0.01%
71
+65
2092
$2.87K ﹤0.01%
262
-5
2093
$2.87K ﹤0.01%
162
+78
2094
$2.85K ﹤0.01%
167
+11
2095
$2.84K ﹤0.01%
45
+33
2096
$2.83K ﹤0.01%
159
2097
$2.83K ﹤0.01%
95
-68,493
2098
$2.82K ﹤0.01%
69
-46
2099
$2.8K ﹤0.01%
30
2100
$2.8K ﹤0.01%
200
82 83
84
85 86