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
2426
$1.14K ﹤0.01%
214
2427
– –
-1
2428
$1.13K ﹤0.01%
108
+26
2429
$1.12K ﹤0.01%
156
2430
$1.12K ﹤0.01%
115
-192
2431
$1.11K ﹤0.01%
29
-145
2432
$1.1K ﹤0.01%
+67
2433
$1.1K ﹤0.01%
20
2434
$1.09K ﹤0.01%
51
+23
2435
$1.09K ﹤0.01%
33
2436
$1.09K ﹤0.01%
105
-620
2437
$1.07K ﹤0.01%
56
2438
$1.07K ﹤0.01%
64
-2,436
2439
$1.07K ﹤0.01%
26
2440
$1.06K ﹤0.01%
390
-3,106
2441
$1.06K ﹤0.01%
31
-56
2442
$1.04K ﹤0.01%
311
+4
2443
$1.02K ﹤0.01%
196
-168
2444
$1.02K ﹤0.01%
28
-8
2445
$1.02K ﹤0.01%
64
-54
2446
$1.02K ﹤0.01%
123
2447
$1K ﹤0.01%
54
-68
2448
$998 ﹤0.01%
52
+31
2449
$995 ﹤0.01%
60
-56
2450
$995 ﹤0.01%
90
+72
96 97
98
99 100