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
551
$107K 0.01%
8,802
+340
552
$106K 0.01%
1,816
553
$105K 0.01%
1,659
554
$105K 0.01%
900
555
$105K 0.01%
1,013
+63
556
$104K 0.01%
1,164
+118
557
$103K 0.01%
5,312
+35
558
$102K 0.01%
2,028
-162
559
$102K 0.01%
979
-29
560
$101K 0.01%
5,840
-254
561
$99.3K 0.01%
2,992
-14
562
$99K 0.01%
238
-254
563
$98.6K 0.01%
2,000
564
$98.5K 0.01%
18,867
-204
565
$98.5K 0.01%
984
+6
566
$98.4K 0.01%
675
+16
567
$98.2K 0.01%
537
+26
568
$98.2K 0.01%
512
+85
569
$98K 0.01%
1,167
570
$97.7K 0.01%
406
-45
571
$96.9K 0.01%
513
-126
572
$96.9K 0.01%
225
+1
573
$96.4K 0.01%
541
-20
574
$95.7K 0.01%
1,856
+41
575
$95.1K 0.01%
2,149
+508
21 22
23
24 25