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
826
$49.2K ﹤0.01%
636
+4
827
$49.1K ﹤0.01%
2,075
+1,231
828
$48.9K ﹤0.01%
2,932
-39
829
$48.8K ﹤0.01%
1,476
-24
830
$48.8K ﹤0.01%
494
+103
831
$48.7K ﹤0.01%
2,105
-488
832
$48.7K ﹤0.01%
2,078
-161
833
$48.6K ﹤0.01%
7,972
-651
834
$48.5K ﹤0.01%
429
-91
835
$48.4K ﹤0.01%
2,808
-1,021
836
$48.3K ﹤0.01%
1,812
-23
837
$48.2K ﹤0.01%
600
838
$48.1K ﹤0.01%
588
-177
839
$48.1K ﹤0.01%
985
-41
840
$48K ﹤0.01%
351
-28
841
$48K ﹤0.01%
774
-178
842
$47.9K ﹤0.01%
790
+21
843
$47.8K ﹤0.01%
188
+41
844
$47.7K ﹤0.01%
1,144
845
$47.7K ﹤0.01%
215
-2
846
$47.3K ﹤0.01%
2,883
+1,726
847
$47.2K ﹤0.01%
96
-3
848
$47.2K ﹤0.01%
1,452
-303
849
$47.2K ﹤0.01%
437
-26
850
$47K ﹤0.01%
+951
32 33
34
35 36