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
401
$188K 0.02%
1,440
-29
402
$188K 0.02%
699
+58
403
$187K 0.02%
1,047
+2
404
$186K 0.02%
938
+76
405
$186K 0.02%
3,164
+46
406
$185K 0.02%
3,644
-18
407
$185K 0.02%
2,924
-10
408
$184K 0.02%
1,570
-112
409
$183K 0.02%
9,184
+54
410
$182K 0.02%
816
-184
411
$181K 0.02%
5,076
-1,006
412
$181K 0.02%
1,465
-55
413
$181K 0.02%
2,912
414
$181K 0.02%
3,038
-152
415
$180K 0.02%
22,995
+19,635
416
$180K 0.02%
3,350
417
$180K 0.02%
1,627
-763
418
$176K 0.02%
8,370
+1,176
419
$175K 0.02%
3,229
+3,042
420
$175K 0.02%
1,568
-32
421
$175K 0.02%
1,140
-1,328
422
$174K 0.02%
2,805
-576
423
$174K 0.02%
2,592
+154
424
$172K 0.02%
1,756
-67
425
$172K 0.02%
341
+15
15 16
17
18 19