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
2326
$1.61K ﹤0.01%
62
2327
$1.61K ﹤0.01%
74
-15
2328
$1.61K ﹤0.01%
+53
2329
$1.6K ﹤0.01%
19
-16
2330
$1.6K ﹤0.01%
171
-166
2331
$1.59K ﹤0.01%
111
-71
2332
$1.59K ﹤0.01%
+187
2333
$1.58K ﹤0.01%
107
+90
2334
$1.58K ﹤0.01%
188
+38
2335
$1.58K ﹤0.01%
30
2336
$1.58K ﹤0.01%
28
2337
$1.58K ﹤0.01%
8
+6
2338
$1.57K ﹤0.01%
97
2339
$1.55K ﹤0.01%
225
2340
$1.55K ﹤0.01%
+27
2341
$1.55K ﹤0.01%
+313
2342
$1.55K ﹤0.01%
43
-36
2343
$1.54K ﹤0.01%
68
-12
2344
$1.54K ﹤0.01%
124
2345
$1.54K ﹤0.01%
+130
2346
$1.54K ﹤0.01%
5
-5
2347
$1.51K ﹤0.01%
+116
2348
$1.51K ﹤0.01%
259
-578
2349
$1.51K ﹤0.01%
88
2350
$1.51K ﹤0.01%
61
92 93
94
95 96