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
2101
$2.79K ﹤0.01%
82
2102
$2.77K ﹤0.01%
93
-37
2103
$2.76K ﹤0.01%
63
2104
$2.75K ﹤0.01%
55
+8
2105
$2.75K ﹤0.01%
114
2106
$2.75K ﹤0.01%
113
-130
2107
$2.74K ﹤0.01%
40
2108
$2.74K ﹤0.01%
204
2109
$2.71K ﹤0.01%
41
2110
$2.71K ﹤0.01%
218
-309
2111
$2.71K ﹤0.01%
+378
2112
$2.71K ﹤0.01%
34
-146
2113
$2.7K ﹤0.01%
26
2114
$2.69K ﹤0.01%
303
+144
2115
$2.69K ﹤0.01%
118
+78
2116
$2.68K ﹤0.01%
208
2117
$2.67K ﹤0.01%
23
2118
$2.66K ﹤0.01%
77
2119
$2.66K ﹤0.01%
134
2120
$2.64K ﹤0.01%
13
+9
2121
$2.64K ﹤0.01%
+153
2122
$2.63K ﹤0.01%
302
+208
2123
$2.63K ﹤0.01%
1,754
2124
$2.63K ﹤0.01%
75
2125
$2.63K ﹤0.01%
172
83 84
85
86 87