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
2376
$1.39K ﹤0.01%
6
+1
2377
$1.37K ﹤0.01%
91
+84
2378
$1.37K ﹤0.01%
63
-214
2379
$1.37K ﹤0.01%
110
-309
2380
$1.37K ﹤0.01%
47
2381
$1.37K ﹤0.01%
17
2382
$1.36K ﹤0.01%
+59
2383
$1.35K ﹤0.01%
35
2384
$1.35K ﹤0.01%
+2
2385
$1.35K ﹤0.01%
107
-367
2386
$1.35K ﹤0.01%
+328
2387
$1.34K ﹤0.01%
180
-1,924
2388
$1.34K ﹤0.01%
11
-36
2389
$1.34K ﹤0.01%
28
+19
2390
$1.34K ﹤0.01%
69
2391
$1.32K ﹤0.01%
29
-4
2392
$1.32K ﹤0.01%
8
2393
$1.32K ﹤0.01%
14
2394
$1.32K ﹤0.01%
+115
2395
$1.31K ﹤0.01%
825
-686
2396
$1.3K ﹤0.01%
42
+29
2397
$1.3K ﹤0.01%
63
-27
2398
$1.3K ﹤0.01%
55
-477
2399
$1.3K ﹤0.01%
+87
2400
$1.29K ﹤0.01%
12
-24
94 95
96
97 98