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
601
$86.5K 0.01%
1,379
602
$86.3K 0.01%
7,159
-320
603
$86.1K 0.01%
1,308
-28
604
$85.8K 0.01%
333
-119
605
$85.3K 0.01%
1,804
+14
606
$85.3K 0.01%
628
-27
607
$85.2K 0.01%
536
-3
608
$85K 0.01%
483
-28
609
$85K 0.01%
1,272
-651
610
$84.8K 0.01%
607
-62
611
$84.6K 0.01%
1,028
-23
612
$84.5K 0.01%
157
-2
613
$84.5K 0.01%
2,424
-60
614
$84K 0.01%
1,271
+35
615
$83.5K 0.01%
2,641
-132
616
$83.2K 0.01%
670
-249
617
$83.2K 0.01%
+5,000
618
$83.1K 0.01%
208
+16
619
$82.9K 0.01%
496
-58
620
$82.8K 0.01%
230
+6
621
$82.4K 0.01%
467
-26
622
$82.4K 0.01%
681
+25
623
$82.2K 0.01%
19,665
+2,829
624
$82.1K 0.01%
1,233
-341
625
$82K 0.01%
+2,500
23 24
25
26 27