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
2301
$1.73K ﹤0.01%
67
2302
$1.73K ﹤0.01%
20
+13
2303
$1.72K ﹤0.01%
+74
2304
$1.71K ﹤0.01%
103
+45
2305
$1.7K ﹤0.01%
174
-190
2306
$1.7K ﹤0.01%
70
2307
$1.7K ﹤0.01%
221
-48
2308
$1.7K ﹤0.01%
+25
2309
$1.69K ﹤0.01%
412
2310
$1.69K ﹤0.01%
57
-17
2311
$1.69K ﹤0.01%
33
+12
2312
$1.69K ﹤0.01%
18
-45
2313
$1.69K ﹤0.01%
26
+24
2314
$1.68K ﹤0.01%
51
2315
$1.68K ﹤0.01%
18
2316
$1.68K ﹤0.01%
217
+34
2317
$1.67K ﹤0.01%
37
+4
2318
$1.67K ﹤0.01%
96
+12
2319
$1.66K ﹤0.01%
31
2320
$1.66K ﹤0.01%
55
+47
2321
$1.65K ﹤0.01%
+104
2322
$1.65K ﹤0.01%
157
2323
$1.64K ﹤0.01%
33
-4
2324
$1.62K ﹤0.01%
186
2325
$1.62K ﹤0.01%
107
91 92
93
94 95