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
2551
$812 ﹤0.01%
+27
2552
$811 ﹤0.01%
36
-36
2553
$807 ﹤0.01%
+78
2554
$804 ﹤0.01%
+18
2555
$799 ﹤0.01%
22
-19
2556
$799 ﹤0.01%
108
+46
2557
$798 ﹤0.01%
+4
2558
$796 ﹤0.01%
10
2559
$796 ﹤0.01%
31
2560
$793 ﹤0.01%
+4
2561
$787 ﹤0.01%
8
2562
$785 ﹤0.01%
10
-9
2563
$783 ﹤0.01%
128
-628
2564
$783 ﹤0.01%
112
-586
2565
$773 ﹤0.01%
26
2566
$767 ﹤0.01%
16
+7
2567
$767 ﹤0.01%
2
2568
$763 ﹤0.01%
35
+33
2569
$761 ﹤0.01%
10
2570
$744 ﹤0.01%
+5
2571
$742 ﹤0.01%
6
2572
$741 ﹤0.01%
66
-87
2573
$737 ﹤0.01%
123
2574
$732 ﹤0.01%
25
2575
$730 ﹤0.01%
+4
101 102
103
104 105