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
2751
$301 ﹤0.01%
+15
2752
$274 ﹤0.01%
+8
2753
$268 ﹤0.01%
+10
2754
$266 ﹤0.01%
17
2755
$266 ﹤0.01%
22
2756
$265 ﹤0.01%
+51
2757
$265 ﹤0.01%
39
-5
2758
$264 ﹤0.01%
+74
2759
$256 ﹤0.01%
5
2760
$241 ﹤0.01%
+13
2761
$240 ﹤0.01%
+3
2762
$228 ﹤0.01%
70
2763
$224 ﹤0.01%
8
2764
$221 ﹤0.01%
28
-53
2765
$217 ﹤0.01%
3
2766
$209 ﹤0.01%
7
-8
2767
$209 ﹤0.01%
45
-103
2768
$204 ﹤0.01%
25
2769
$200 ﹤0.01%
23
-472
2770
$199 ﹤0.01%
17
-162
2771
$193 ﹤0.01%
15
2772
$162 ﹤0.01%
1
-50
2773
$157 ﹤0.01%
14
-123
2774
$154 ﹤0.01%
50
2775
$143 ﹤0.01%
+5
109 110
111
112 113