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
2276
$1.86K ﹤0.01%
165
-19
2277
$1.86K ﹤0.01%
13
+7
2278
$1.85K ﹤0.01%
83
2279
$1.84K ﹤0.01%
54
-58
2280
$1.84K ﹤0.01%
70
+62
2281
$1.84K ﹤0.01%
10
2282
$1.84K ﹤0.01%
146
+115
2283
$1.83K ﹤0.01%
29
+23
2284
$1.82K ﹤0.01%
33
2285
$1.82K ﹤0.01%
292
2286
$1.8K ﹤0.01%
1,001
+151
2287
$1.8K ﹤0.01%
48
-264
2288
$1.8K ﹤0.01%
41
+27
2289
$1.79K ﹤0.01%
108
2290
$1.79K ﹤0.01%
3
-13
2291
$1.78K ﹤0.01%
69
2292
$1.78K ﹤0.01%
43
2293
$1.78K ﹤0.01%
172
+24
2294
$1.76K ﹤0.01%
+1,602
2295
$1.76K ﹤0.01%
125
-12
2296
$1.75K ﹤0.01%
45
+11
2297
$1.74K ﹤0.01%
157
+59
2298
$1.73K ﹤0.01%
72
-7
2299
$1.73K ﹤0.01%
163
+145
2300
$1.73K ﹤0.01%
92
90 91
92
93 94