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
626
$82K 0.01%
455
+47
627
$81.9K 0.01%
2,093
+169
628
$81.1K 0.01%
2,340
+137
629
$81.1K 0.01%
1,416
-287
630
$80.7K 0.01%
7,631
+939
631
$79.7K 0.01%
7,000
632
$79.2K 0.01%
721
633
$79K 0.01%
950
-169
634
$78.9K 0.01%
2,204
+70
635
$78.9K 0.01%
1,420
+20
636
$78.8K 0.01%
1,970
-561
637
$78.7K 0.01%
1,024
-31
638
$78.4K 0.01%
25,125
-9,696
639
$78.1K 0.01%
323
+1
640
$78K 0.01%
12,898
+1,246
641
$77.9K 0.01%
3,113
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642
$76.6K 0.01%
4,578
+23
643
$76.3K 0.01%
663
-66
644
$76.3K 0.01%
862
-34
645
$76.2K 0.01%
4,000
646
$76.1K 0.01%
7,798
+555
647
$75.9K 0.01%
2,658
+1,058
648
$75.8K 0.01%
948
-7
649
$75.7K 0.01%
242
+2
650
$75.5K 0.01%
807
-44
24 25
26
27 28