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
2776
$139 ﹤0.01%
2
2777
$132 ﹤0.01%
37
2778
$131 ﹤0.01%
15
2779
$131 ﹤0.01%
+2
2780
$125 ﹤0.01%
10
2781
$121 ﹤0.01%
108
2782
$109 ﹤0.01%
1
2783
$108 ﹤0.01%
1
-4
2784
$104 ﹤0.01%
15
2785
$102 ﹤0.01%
+3
2786
$98 ﹤0.01%
7,826
2787
$96 ﹤0.01%
100
2788
$91 ﹤0.01%
3
2789
$89 ﹤0.01%
2
2790
$86 ﹤0.01%
5
+4
2791
$86 ﹤0.01%
25
2792
$78 ﹤0.01%
3
2793
$77 ﹤0.01%
+2
2794
$71 ﹤0.01%
1
2795
$70 ﹤0.01%
2
-16
2796
$69 ﹤0.01%
4
2797
$67 ﹤0.01%
1
2798
$65 ﹤0.01%
4
2799
$64 ﹤0.01%
1
-90
2800
$54 ﹤0.01%
5
110 111
112
113 114