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
476
$137K 0.01%
474
-30
477
$136K 0.01%
2,005
-252
478
$136K 0.01%
1,112
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479
$135K 0.01%
6,121
+465
480
$134K 0.01%
557
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481
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12,263
-866
482
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940
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483
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484
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1,170
485
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486
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1,994
487
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906
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488
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4,072
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489
$128K 0.01%
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1,353
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491
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492
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3,757
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$125K 0.01%
4,691
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$125K 0.01%
10,729
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499
$123K 0.01%
959
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500
$123K 0.01%
6,079
-48
18 19
20
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