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
851
$47K ﹤0.01%
388
-94
852
$46.8K ﹤0.01%
649
+152
853
$46.6K ﹤0.01%
4,156
+1,536
854
$46.6K ﹤0.01%
579
-93
855
$46.5K ﹤0.01%
155
-63
856
$46.5K ﹤0.01%
207
857
$46.3K ﹤0.01%
420
-48
858
$46.3K ﹤0.01%
103
+28
859
$46.3K ﹤0.01%
588
-17
860
$46.3K ﹤0.01%
3,010
+258
861
$46.3K ﹤0.01%
4,619
-643
862
$46.2K ﹤0.01%
402
-71
863
$46.1K ﹤0.01%
3,582
-163
864
$45.9K ﹤0.01%
616
-4
865
$45.8K ﹤0.01%
3,116
-40
866
$45.8K ﹤0.01%
856
-63
867
$45.7K ﹤0.01%
1,365
-3
868
$45.7K ﹤0.01%
655
-179
869
$45.4K ﹤0.01%
3,500
870
$45.4K ﹤0.01%
172
+19
871
$45.3K ﹤0.01%
324
+83
872
$45.3K ﹤0.01%
265
+19
873
$45K ﹤0.01%
4,056
-425
874
$44.7K ﹤0.01%
1,559
+20
875
$44.6K ﹤0.01%
887
+40
33 34
35
36 37