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
351
$242K 0.02%
1,455
+19
352
$241K 0.02%
3,082
+2,294
353
$240K 0.02%
1,980
-106
354
$239K 0.02%
1,430
355
$237K 0.02%
1,754
-61
356
$235K 0.02%
+4,146
357
$235K 0.02%
6,850
358
$234K 0.02%
831
+22
359
$234K 0.02%
2,590
+61
360
$233K 0.02%
4,051
-337
361
$232K 0.02%
18,395
+426
362
$229K 0.02%
4,865
363
$229K 0.02%
2,096
+37
364
$229K 0.02%
3,997
-1,017
365
$228K 0.02%
+8,500
366
$228K 0.02%
1,145
+1,026
367
$227K 0.02%
+3,345
368
$222K 0.02%
3,000
+31
369
$219K 0.02%
18,488
+252
370
$219K 0.02%
923
+68
371
$219K 0.02%
+5,000
372
$218K 0.02%
1,750
+79
373
$217K 0.02%
2,539
+794
374
$215K 0.02%
8,077
-36
375
$214K 0.02%
1,206
+127
13 14
15
16 17