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
701
$65.7K 0.01%
1,238
-309
702
$65.6K 0.01%
813
-180
703
$65.4K 0.01%
1,723
+602
704
$65.2K 0.01%
415
-8
705
$65K 0.01%
2,300
+46
706
$65K 0.01%
1,245
-88
707
$64.9K 0.01%
767
-294
708
$64.7K 0.01%
820
709
$64.5K 0.01%
801
+20
710
$64K 0.01%
1,412
-24
711
$64K 0.01%
1,128
+196
712
$63.9K 0.01%
219
-196
713
$63.8K 0.01%
439
714
$63.8K 0.01%
711
-50
715
$63.7K 0.01%
663
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716
$63.6K 0.01%
789
+90
717
$63.4K 0.01%
3,323
-203
718
$63.1K 0.01%
656
-167
719
$63.1K 0.01%
280
+20
720
$63.1K 0.01%
374
-96
721
$63K 0.01%
449
+22
722
$63K 0.01%
955
-971
723
$62.5K 0.01%
222
+11
724
$62.3K 0.01%
770
-98
725
$61.9K 0.01%
3,034
+883
27 28
29
30 31