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
2126
$2.63K ﹤0.01%
150
2127
$2.62K ﹤0.01%
23
+5
2128
$2.62K ﹤0.01%
75
2129
$2.6K ﹤0.01%
247
+144
2130
$2.6K ﹤0.01%
60
+2
2131
$2.59K ﹤0.01%
34
+1
2132
$2.59K ﹤0.01%
+792
2133
$2.58K ﹤0.01%
98
-30
2134
$2.57K ﹤0.01%
66
+37
2135
$2.57K ﹤0.01%
276
2136
$2.57K ﹤0.01%
+59
2137
$2.57K ﹤0.01%
224
2138
$2.57K ﹤0.01%
65
+6
2139
$2.56K ﹤0.01%
32
-19
2140
$2.56K ﹤0.01%
+171
2141
$2.56K ﹤0.01%
458
+444
2142
$2.56K ﹤0.01%
500
2143
$2.54K ﹤0.01%
36
2144
$2.53K ﹤0.01%
220
+117
2145
$2.53K ﹤0.01%
227
2146
$2.52K ﹤0.01%
833
2147
$2.52K ﹤0.01%
21
2148
$2.52K ﹤0.01%
81
+76
2149
$2.52K ﹤0.01%
23
2150
$2.51K ﹤0.01%
279
+106
84 85
86
87 88