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
376
$212K 0.02%
3,028
-228
377
$212K 0.02%
1,449
+58
378
$211K 0.02%
3,950
+1,931
379
$211K 0.02%
1,223
+583
380
$211K 0.02%
2,009
-36
381
$210K 0.02%
124
382
$210K 0.02%
6,322
+2,824
383
$208K 0.02%
4,150
384
$208K 0.02%
696
-106
385
$207K 0.02%
2,205
386
$204K 0.02%
+4,000
387
$203K 0.02%
3,724
-614
388
$202K 0.02%
7,711
-1,974
389
$201K 0.02%
2,585
-52
390
$201K 0.02%
2,137
+263
391
$198K 0.02%
9,654
-356
392
$198K 0.02%
717
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393
$196K 0.02%
20
394
$196K 0.02%
2,217
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395
$194K 0.02%
3,340
-252
396
$193K 0.02%
713
+316
397
$191K 0.02%
2,286
-28
398
$190K 0.02%
1,422
-8
399
$190K 0.02%
4,528
-266
400
$190K 0.02%
4,481
-699
14 15
16
17 18