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
2576
$725 ﹤0.01%
+234
2577
$723 ﹤0.01%
150
2578
$709 ﹤0.01%
139
2579
$707 ﹤0.01%
31
-90
2580
$705 ﹤0.01%
29
2581
$705 ﹤0.01%
24
-192
2582
$702 ﹤0.01%
92
-637
2583
$700 ﹤0.01%
67
-170
2584
$693 ﹤0.01%
18
+7
2585
$690 ﹤0.01%
324
2586
$689 ﹤0.01%
3
2587
$688 ﹤0.01%
+104
2588
$687 ﹤0.01%
13
-10
2589
$686 ﹤0.01%
65
+13
2590
$685 ﹤0.01%
80
2591
$683 ﹤0.01%
13
+3
2592
$681 ﹤0.01%
50
2593
$677 ﹤0.01%
8
-47
2594
$673 ﹤0.01%
38
+18
2595
$665 ﹤0.01%
41
-157
2596
$659 ﹤0.01%
95
-65
2597
$659 ﹤0.01%
79
-151
2598
$654 ﹤0.01%
+81
2599
$654 ﹤0.01%
+48
2600
$649 ﹤0.01%
29
102 103
104
105 106