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
2451
$995 ﹤0.01%
30
2452
$989 ﹤0.01%
49
-40
2453
$987 ﹤0.01%
160
2454
$986 ﹤0.01%
3
-2
2455
$978 ﹤0.01%
25
-21
2456
$976 ﹤0.01%
17
2457
$963 ﹤0.01%
+44
2458
$963 ﹤0.01%
+22
2459
$960 ﹤0.01%
80
2460
$946 ﹤0.01%
15
+9
2461
$938 ﹤0.01%
13
-6
2462
$936 ﹤0.01%
27
-58
2463
$931 ﹤0.01%
4
-4
2464
$927 ﹤0.01%
71
+34
2465
$924 ﹤0.01%
39
-66
2466
$917 ﹤0.01%
21
+14
2467
$914 ﹤0.01%
47
-275
2468
$911 ﹤0.01%
35
-9
2469
$909 ﹤0.01%
14
-23
2470
$908 ﹤0.01%
11
-5
2471
$905 ﹤0.01%
69
2472
$905 ﹤0.01%
51
-109
2473
$904 ﹤0.01%
30
-141
2474
$903 ﹤0.01%
33
+22
2475
$902 ﹤0.01%
24
97 98
99
100 101