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
801
$52.1K ﹤0.01%
2,000
802
$51.8K ﹤0.01%
683
803
$51.3K ﹤0.01%
728
-156
804
$51.2K ﹤0.01%
1,723
-244
805
$51.1K ﹤0.01%
547
-6
806
$51.1K ﹤0.01%
1,381
807
$51K ﹤0.01%
567
-53
808
$51K ﹤0.01%
462
-8
809
$51K ﹤0.01%
+4,500
810
$51K ﹤0.01%
148
-42
811
$50.9K ﹤0.01%
401
+18
812
$50.5K ﹤0.01%
2,152
-143
813
$50.4K ﹤0.01%
492
+55
814
$50.4K ﹤0.01%
240
+46
815
$50.2K ﹤0.01%
463
+8
816
$50.1K ﹤0.01%
738
-44
817
$49.9K ﹤0.01%
191
818
$49.9K ﹤0.01%
2,040
+106
819
$49.8K ﹤0.01%
2,844
+1,410
820
$49.7K ﹤0.01%
444
+25
821
$49.7K ﹤0.01%
196
822
$49.6K ﹤0.01%
480
+17
823
$49.5K ﹤0.01%
3,647
-106
824
$49.4K ﹤0.01%
1,609
-21
825
$49.3K ﹤0.01%
115
+14
31 32
33
34 35