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
451
$152K 0.01%
1,867
+66
452
$152K 0.01%
1,400
+600
453
$150K 0.01%
1,683
-145
454
$150K 0.01%
100
-7
455
$150K 0.01%
1,916
+93
456
$149K 0.01%
2,343
+386
457
$148K 0.01%
2,230
+22
458
$147K 0.01%
6,346
+178
459
$145K 0.01%
3,697
-88
460
$144K 0.01%
847
-56
461
$144K 0.01%
4,845
462
$143K 0.01%
1,003
-46
463
$142K 0.01%
1,092
+117
464
$142K 0.01%
73
+2
465
$142K 0.01%
1,836
+86
466
$142K 0.01%
243
+10
467
$141K 0.01%
2,596
-171
468
$141K 0.01%
17,500
+4,000
469
$140K 0.01%
636
-30
470
$140K 0.01%
3,882
+357
471
$139K 0.01%
5,987
+3,980
472
$138K 0.01%
2,119
-666
473
$138K 0.01%
972
+175
474
$137K 0.01%
4,600
475
$137K 0.01%
3,000
17 18
19
20 21