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
751
$58.4K 0.01%
2,073
752
$58.2K 0.01%
717
-433
753
$58.1K 0.01%
576
-22
754
$57.9K 0.01%
930
-148
755
$57.9K 0.01%
547
+60
756
$57.9K 0.01%
1,014
-98
757
$57.8K 0.01%
1,660
-393
758
$57.7K 0.01%
390
+55
759
$57.7K 0.01%
204
-22
760
$57.6K 0.01%
1,255
761
$57.1K 0.01%
1,932
-827
762
$56.9K 0.01%
1,347
+114
763
$56.8K 0.01%
954
-34
764
$56.4K 0.01%
2,225
-142
765
$56.3K 0.01%
1,200
766
$56.3K 0.01%
510
-10
767
$56.2K 0.01%
1,727
+391
768
$56.2K 0.01%
1,962
-188
769
$56.2K 0.01%
1,452
+207
770
$56.2K 0.01%
548
+10
771
$56.1K 0.01%
644
-52
772
$55.8K ﹤0.01%
693
+27
773
$55.6K ﹤0.01%
2,375
-1,135
774
$55.6K ﹤0.01%
2,377
+75
775
$55.5K ﹤0.01%
263
+49
29 30
31
32 33