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
2201
$2.22K ﹤0.01%
226
2202
$2.21K ﹤0.01%
265
+49
2203
$2.2K ﹤0.01%
200
+58
2204
$2.2K ﹤0.01%
47
-104
2205
$2.18K ﹤0.01%
95
-54
2206
$2.18K ﹤0.01%
52
-4
2207
$2.18K ﹤0.01%
57
2208
$2.18K ﹤0.01%
219
-283
2209
$2.17K ﹤0.01%
156
2210
$2.17K ﹤0.01%
90
-319
2211
$2.16K ﹤0.01%
101
-9
2212
$2.16K ﹤0.01%
106
2213
$2.15K ﹤0.01%
84
-22
2214
$2.15K ﹤0.01%
27
+15
2215
$2.14K ﹤0.01%
273
+132
2216
$2.14K ﹤0.01%
110
-6
2217
$2.13K ﹤0.01%
139
-9
2218
$2.13K ﹤0.01%
54
2219
$2.13K ﹤0.01%
168
-87
2220
$2.12K ﹤0.01%
82
-75
2221
$2.12K ﹤0.01%
188
+91
2222
$2.11K ﹤0.01%
+401
2223
$2.11K ﹤0.01%
+39
2224
$2.11K ﹤0.01%
128
+116
2225
$2.09K ﹤0.01%
54
87 88
89
90 91