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Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$1.129BTotal holdings2831
Assets growth rate6.04%Assets growth rate (2-Q avg)2.83%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindbrook Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Lindbrook Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.129B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Tyler Dritz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.12%
$1.285M
1,353 shares@ $949.51 avg price
USFRWisdomtree Floating Rate Treasury Fund
Recent Activity
New Position
0.09%
$929,070
18,500 shares@ $50.22 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.07%
$782,621
959 shares@ $816.09 avg price
XHBSpdr S&p Homebuilders Etf
Recent Activity
New Position
0.05%
$473,951
3,805 shares@ $124.57 avg price
APPSMandalay Digital Group Inc Com
Recent Activity
New Position
0.04%
$404,515
131,764 shares@ $3.07 avg price
TBILUs Treasury 3 Month Bill Etf
Recent Activity
New Position
0.03%
$284,227
5,680 shares@ $50.04 avg price
TELTe Connectivity Ltd
Recent Activity
New Position
0.03%
$251,398
1,665 shares@ $150.99 avg price
KIESpdr S&p Insurance Etf
Recent Activity
New Position
0.03%
$235,286
4,146 shares@ $56.76 avg price
CLOZPanagram Bbb-b Clo Etf
Recent Activity
New Position
0.03%
$228,480
8,500 shares@ $26.88 avg price
SMMDIshares Russell 2500 Etf
Recent Activity
New Position
0.03%
$226,557
3,345 shares@ $67.74 avg price