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
2176
$2.35K ﹤0.01%
189
2177
$2.34K ﹤0.01%
154
-3
2178
$2.33K ﹤0.01%
270
+38
2179
$2.33K ﹤0.01%
79
+43
2180
$2.32K ﹤0.01%
+289
2181
$2.32K ﹤0.01%
10
+6
2182
$2.31K ﹤0.01%
53
2183
$2.3K ﹤0.01%
107
2184
$2.3K ﹤0.01%
250
-156
2185
$2.3K ﹤0.01%
32
2186
$2.3K ﹤0.01%
71
+55
2187
$2.29K ﹤0.01%
249
+39
2188
$2.29K ﹤0.01%
24
2189
$2.28K ﹤0.01%
95
2190
$2.28K ﹤0.01%
30
-4
2191
$2.28K ﹤0.01%
189
2192
$2.26K ﹤0.01%
387
-510
2193
$2.26K ﹤0.01%
216
+80
2194
$2.26K ﹤0.01%
9
2195
$2.26K ﹤0.01%
56
+54
2196
$2.24K ﹤0.01%
208
-151
2197
$2.24K ﹤0.01%
+91
2198
$2.24K ﹤0.01%
72
+55
2199
$2.24K ﹤0.01%
425
+349
2200
$2.23K ﹤0.01%
25
86 87
88
89 90