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
2726
$382 ﹤0.01%
9
2727
$379 ﹤0.01%
+91
2728
$377 ﹤0.01%
18
-13
2729
$369 ﹤0.01%
12
-9
2730
$369 ﹤0.01%
+30
2731
$368 ﹤0.01%
230
-789
2732
$367 ﹤0.01%
169
2733
$362 ﹤0.01%
+37
2734
$361 ﹤0.01%
+83
2735
$360 ﹤0.01%
+98
2736
$360 ﹤0.01%
29
2737
$353 ﹤0.01%
+154
2738
$352 ﹤0.01%
+8
2739
$348 ﹤0.01%
84
2740
$340 ﹤0.01%
+21
2741
$336 ﹤0.01%
+7
2742
$333 ﹤0.01%
36
-15
2743
$332 ﹤0.01%
+76
2744
$330 ﹤0.01%
14
-60
2745
$329 ﹤0.01%
13
2746
$316 ﹤0.01%
82
-403
2747
$315 ﹤0.01%
29
-29
2748
$306 ﹤0.01%
2
2749
$306 ﹤0.01%
+3
2750
$301 ﹤0.01%
21
-52
108 109
110
111 112