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
276
$351K 0.03%
4,182
+382
277
$350K 0.03%
6,700
278
$347K 0.03%
7,671
-1,502
279
$345K 0.03%
904
+49
280
$344K 0.03%
11,508
-697
281
$343K 0.03%
1,134
-58
282
$339K 0.03%
9,121
+750
283
$339K 0.03%
7,507
-1,573
284
$338K 0.03%
4,496
+714
285
$338K 0.03%
1,705
286
$337K 0.03%
10,902
-1,923
287
$334K 0.03%
643
-38
288
$334K 0.03%
917
+45
289
$333K 0.03%
3,246
+10
290
$330K 0.03%
13,137
-3,500
291
$328K 0.03%
5,339
292
$327K 0.03%
1,468
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293
$327K 0.03%
7,292
+106
294
$324K 0.03%
2,527
+8
295
$321K 0.03%
99,106
-2,692
296
$318K 0.03%
223
+61
297
$312K 0.03%
4,003
-4
298
$312K 0.03%
15,040
299
$310K 0.03%
46,183
300
$309K 0.03%
14,770
-3,459
10 11
12
13 14