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
2501
$1K ﹤0.01%
71
-827
2502
$998 ﹤0.01%
74
2503
$992 ﹤0.01%
21
2504
$989 ﹤0.01%
116
+65
2505
$988 ﹤0.01%
+61
2506
$986 ﹤0.01%
31
+14
2507
$985 ﹤0.01%
36
2508
$985 ﹤0.01%
41
+22
2509
$979 ﹤0.01%
+295
2510
$972 ﹤0.01%
21
2511
$969 ﹤0.01%
18
2512
$951 ﹤0.01%
56
-37
2513
$951 ﹤0.01%
12
2514
$948 ﹤0.01%
54
+27
2515
$943 ﹤0.01%
51
-60
2516
$929 ﹤0.01%
78
+43
2517
$926 ﹤0.01%
+13
2518
$922 ﹤0.01%
237
+121
2519
$920 ﹤0.01%
12
2520
$920 ﹤0.01%
+113
2521
$910 ﹤0.01%
260
-277
2522
$909 ﹤0.01%
+21
2523
$906 ﹤0.01%
20
-33
2524
$905 ﹤0.01%
12
2525
$900 ﹤0.01%
31
-46
99 100
101
102 103