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
726
$61.6K 0.01%
5,205
727
$61.6K 0.01%
2,345
+87
728
$61.4K 0.01%
5,534
+45
729
$61.3K 0.01%
1,492
+58
730
$60.9K 0.01%
448
-1
731
$60.8K 0.01%
842
-104
732
$60.8K 0.01%
3,000
733
$60.5K 0.01%
130
-97
734
$60.5K 0.01%
803
+157
735
$60.3K 0.01%
2,270
-586
736
$59.7K 0.01%
3,288
-70
737
$59.5K 0.01%
1,897
+121
738
$59.4K 0.01%
2,276
+18
739
$59.4K 0.01%
8,637
-903
740
$59.4K 0.01%
597
741
$59.3K 0.01%
439
+2
742
$59.2K 0.01%
1,462
-434
743
$59.2K 0.01%
1,029
+95
744
$59.2K 0.01%
4,642
+879
745
$59.1K 0.01%
2,206
-331
746
$59K 0.01%
2,194
-105
747
$58.8K 0.01%
424
+104
748
$58.5K 0.01%
833
-132
749
$58.5K 0.01%
1,106
+119
750
$58.5K 0.01%
2,270
28 29
30
31 32