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
2401
$1.27K ﹤0.01%
65
-36
2402
$1.27K ﹤0.01%
175
-71
2403
$1.24K ﹤0.01%
68
2404
$1.24K ﹤0.01%
71
-62
2405
$1.23K ﹤0.01%
288
-1,596
2406
$1.23K ﹤0.01%
20
2407
$1.22K ﹤0.01%
17
-24
2408
$1.22K ﹤0.01%
16
+5
2409
$1.21K ﹤0.01%
+112
2410
$1.21K ﹤0.01%
311
+241
2411
$1.2K ﹤0.01%
75
-36
2412
$1.2K ﹤0.01%
124
2413
$1.2K ﹤0.01%
22
2414
$1.19K ﹤0.01%
65
-12
2415
$1.19K ﹤0.01%
25
+8
2416
$1.19K ﹤0.01%
80
-14
2417
$1.19K ﹤0.01%
55
-52
2418
$1.19K ﹤0.01%
403
-716
2419
$1.18K ﹤0.01%
+229
2420
$1.18K ﹤0.01%
10
-13
2421
$1.18K ﹤0.01%
48
2422
$1.17K ﹤0.01%
140
-954
2423
$1.16K ﹤0.01%
25
2424
$1.16K ﹤0.01%
37
-218
2425
$1.15K ﹤0.01%
14
95 96
97
98 99