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
2626
$581 ﹤0.01%
22
2627
$581 ﹤0.01%
153
2628
$579 ﹤0.01%
62
+21
2629
$575 ﹤0.01%
+47
2630
$571 ﹤0.01%
350
2631
$571 ﹤0.01%
+20
2632
$570 ﹤0.01%
+100
2633
$567 ﹤0.01%
+489
2634
$566 ﹤0.01%
+234
2635
$564 ﹤0.01%
+70
2636
$559 ﹤0.01%
+19
2637
$558 ﹤0.01%
17
2638
$556 ﹤0.01%
38
-15
2639
$555 ﹤0.01%
28
2640
$554 ﹤0.01%
+9
2641
$553 ﹤0.01%
231
-691
2642
$548 ﹤0.01%
+51
2643
$548 ﹤0.01%
28
2644
$547 ﹤0.01%
79
+3
2645
$545 ﹤0.01%
12
+2
2646
$543 ﹤0.01%
+109
2647
$543 ﹤0.01%
190
-591
2648
$542 ﹤0.01%
+12
2649
$535 ﹤0.01%
26
2650
$531 ﹤0.01%
11
104 105
106
107 108