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
2151
$2.51K ﹤0.01%
81
2152
$2.51K ﹤0.01%
36
+29
2153
$2.5K ﹤0.01%
+75
2154
$2.48K ﹤0.01%
37
-15
2155
$2.48K ﹤0.01%
199
-162
2156
$2.48K ﹤0.01%
113
-498
2157
$2.48K ﹤0.01%
13
-4
2158
$2.45K ﹤0.01%
154
+60
2159
$2.44K ﹤0.01%
170
-55
2160
$2.43K ﹤0.01%
158
-126
2161
$2.41K ﹤0.01%
66
-6
2162
$2.4K ﹤0.01%
124
+23
2163
$2.39K ﹤0.01%
178
-520
2164
$2.39K ﹤0.01%
232
-36
2165
$2.39K ﹤0.01%
63
-445
2166
$2.39K ﹤0.01%
+89
2167
$2.39K ﹤0.01%
107
-6
2168
$2.37K ﹤0.01%
16
+5
2169
$2.37K ﹤0.01%
53
+15
2170
$2.37K ﹤0.01%
85
2171
$2.36K ﹤0.01%
125
2172
$2.36K ﹤0.01%
75
+34
2173
$2.36K ﹤0.01%
335
2174
$2.36K ﹤0.01%
45
2175
$2.36K ﹤0.01%
17
85 86
87
88 89