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
2226
$2.09K ﹤0.01%
224
+112
2227
$2.08K ﹤0.01%
544
2228
$2.07K ﹤0.01%
79
-192
2229
$2.07K ﹤0.01%
33
+22
2230
$2.06K ﹤0.01%
38
-1
2231
$2.06K ﹤0.01%
41
-66
2232
$2.06K ﹤0.01%
60
-64
2233
$2.05K ﹤0.01%
144
2234
$2.05K ﹤0.01%
373
2235
$2.05K ﹤0.01%
90
-45
2236
$2.04K ﹤0.01%
57
+7
2237
$2.04K ﹤0.01%
11
-3
2238
$2.04K ﹤0.01%
9
2239
$2.03K ﹤0.01%
73
+46
2240
$2.03K ﹤0.01%
17
2241
$2.02K ﹤0.01%
54
+12
2242
$2.02K ﹤0.01%
75
-6
2243
$2.01K ﹤0.01%
25
+12
2244
$2.01K ﹤0.01%
93
2245
$2.01K ﹤0.01%
10
-1
2246
$2K ﹤0.01%
42
-89
2247
$1.99K ﹤0.01%
39
-6
2248
$1.98K ﹤0.01%
31
+6
2249
$1.97K ﹤0.01%
38
+5
2250
$1.96K ﹤0.01%
34
+7
88 89
90
91 92