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
576
$95.1K 0.01%
1,592
-162
577
$94.2K 0.01%
793
-37
578
$93.8K 0.01%
241
+70
579
$93.7K 0.01%
833
+67
580
$93.6K 0.01%
5,650
581
$93.5K 0.01%
+1,315
582
$93.4K 0.01%
645
+356
583
$92.8K 0.01%
751
584
$92.7K 0.01%
2,529
+1,043
585
$92.1K 0.01%
289
+13
586
$91.7K 0.01%
+1,947
587
$91.3K 0.01%
1,410
+229
588
$90.9K 0.01%
469
+193
589
$90.8K 0.01%
7,907
-3,051
590
$90.8K 0.01%
553
-59
591
$90.5K 0.01%
241
-53
592
$89.9K 0.01%
679
-115
593
$89.7K 0.01%
417
+19
594
$89.4K 0.01%
1,968
-1,578
595
$88.7K 0.01%
152
+7
596
$88.4K 0.01%
445
+29
597
$88.3K 0.01%
789
+374
598
$88K 0.01%
5,675
+2,687
599
$87.7K 0.01%
7,510
-305
600
$86.9K 0.01%
725
+108
22 23
24
25 26