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
2251
$1.96K ﹤0.01%
73
2252
$1.95K ﹤0.01%
+46
2253
$1.95K ﹤0.01%
22
-5
2254
$1.95K ﹤0.01%
205
2255
$1.94K ﹤0.01%
101
+91
2256
$1.94K ﹤0.01%
60
-30
2257
$1.94K ﹤0.01%
+305
2258
$1.93K ﹤0.01%
224
-531
2259
$1.92K ﹤0.01%
231
-341
2260
$1.92K ﹤0.01%
20
+15
2261
$1.91K ﹤0.01%
60
-6
2262
$1.91K ﹤0.01%
168
-92
2263
$1.9K ﹤0.01%
50
2264
$1.9K ﹤0.01%
7
2265
$1.9K ﹤0.01%
76
2266
$1.89K ﹤0.01%
65
+56
2267
$1.89K ﹤0.01%
14
-19,998
2268
$1.89K ﹤0.01%
69
-43
2269
$1.89K ﹤0.01%
119
2270
$1.88K ﹤0.01%
17
2271
$1.87K ﹤0.01%
164
2272
$1.87K ﹤0.01%
31
-20
2273
$1.87K ﹤0.01%
64
2274
$1.87K ﹤0.01%
76
-592
2275
$1.87K ﹤0.01%
18
+2
89 90
91
92 93