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
$1.13B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,958
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.66M
3
+$2.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.82M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.8M
4
NVDA icon
NVIDIA
NVDA
+$1.79M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.64M

Sector Composition

1 Technology 17.03%
2 Financials 11.91%
3 Healthcare 6.6%
4 Communication Services 4.01%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.13K ﹤0.01%
201
+58
2477
$1.13K ﹤0.01%
18
-2
2478
$1.11K ﹤0.01%
188
-1,608
2479
$1.11K ﹤0.01%
5
-20
2480
$1.1K ﹤0.01%
67
+29
2481
$1.1K ﹤0.01%
156
+102
2482
$1.1K ﹤0.01%
3
+2
2483
$1.09K ﹤0.01%
284
2484
$1.08K ﹤0.01%
16
-93
2485
$1.06K ﹤0.01%
16
-2
2486
$1.06K ﹤0.01%
98
+30
2487
$1.06K ﹤0.01%
120
2488
$1.05K ﹤0.01%
76
-33
2489
$1.04K ﹤0.01%
+24
2490
$1.03K ﹤0.01%
14
-3
2491
$1.03K ﹤0.01%
76
2492
$1.03K ﹤0.01%
+11
2493
$1.03K ﹤0.01%
46
+23
2494
$1.03K ﹤0.01%
6
-1
2495
$1.02K ﹤0.01%
203
2496
$1.02K ﹤0.01%
142
-32
2497
$1.02K ﹤0.01%
93
-156
2498
$1.02K ﹤0.01%
24
+20
2499
$1.02K ﹤0.01%
21
2500
$1.01K ﹤0.01%
217
98 99
100
101 102