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
776
$55.3K ﹤0.01%
931
-392
777
$55.3K ﹤0.01%
251
+9
778
$55.1K ﹤0.01%
4,048
+1,554
779
$55K ﹤0.01%
1,237
+68
780
$55K ﹤0.01%
1,090
781
$54.7K ﹤0.01%
1,116
-9
782
$54.3K ﹤0.01%
2,334
-230
783
$54.2K ﹤0.01%
1,705
+33
784
$54.1K ﹤0.01%
1,154
-52
785
$53.9K ﹤0.01%
562
-66
786
$53.8K ﹤0.01%
5,290
+490
787
$53.7K ﹤0.01%
1,290
-250
788
$53.2K ﹤0.01%
2,780
-426
789
$53.1K ﹤0.01%
+920
790
$52.8K ﹤0.01%
809
+146
791
$52.8K ﹤0.01%
860
-41
792
$52.7K ﹤0.01%
397
-35
793
$52.7K ﹤0.01%
1,263
+566
794
$52.4K ﹤0.01%
300
795
$52.3K ﹤0.01%
478
+103
796
$52.3K ﹤0.01%
883
+293
797
$52.2K ﹤0.01%
320
-1
798
$52.1K ﹤0.01%
405
-38
799
$52.1K ﹤0.01%
478
+77
800
$52.1K ﹤0.01%
1,322
+163
30 31
32
33 34