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
676
$70.8K 0.01%
1,624
677
$70.7K 0.01%
2,333
+96
678
$70.7K 0.01%
798
-13
679
$70.6K 0.01%
1,811
-89
680
$70.6K 0.01%
45
+2
681
$70.4K 0.01%
1,663
+29
682
$70.4K 0.01%
616
-122
683
$69.8K 0.01%
1,365
-202
684
$69.8K 0.01%
448
+35
685
$69.7K 0.01%
721
-84
686
$69.6K 0.01%
264
+40
687
$68.5K 0.01%
2,117
-384
688
$68.4K 0.01%
749
689
$68.3K 0.01%
905
-279
690
$68.1K 0.01%
3,310
691
$68.1K 0.01%
747
-7
692
$67.8K 0.01%
531
-28
693
$67.5K 0.01%
290
+23
694
$67.4K 0.01%
9,056
+373
695
$67.3K 0.01%
922
+37
696
$67.2K 0.01%
399
-48
697
$66.7K 0.01%
9,000
+1,000
698
$66.6K 0.01%
1,290
-253
699
$66.5K 0.01%
4,332
-169
700
$66.5K 0.01%
1,500
26 27
28
29 30