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
876
$44.5K ﹤0.01%
1,280
-126
877
$44.4K ﹤0.01%
207
-5
878
$44.4K ﹤0.01%
3,122
+527
879
$44.3K ﹤0.01%
2,750
+100
880
$44.3K ﹤0.01%
810
881
$44.2K ﹤0.01%
1,169
+147
882
$44.2K ﹤0.01%
467
+234
883
$44.2K ﹤0.01%
24
+5
884
$44.1K ﹤0.01%
493
+5
885
$44.1K ﹤0.01%
5,341
+1,625
886
$43.8K ﹤0.01%
1,937
+880
887
$43.7K ﹤0.01%
180
+1
888
$43.6K ﹤0.01%
3,105
-1,057
889
$43.6K ﹤0.01%
241
-19
890
$43.6K ﹤0.01%
886
+250
891
$43.6K ﹤0.01%
148
-2
892
$43.6K ﹤0.01%
287
893
$43.5K ﹤0.01%
7,434
-3,749
894
$43.4K ﹤0.01%
983
+222
895
$43.2K ﹤0.01%
289
+1
896
$43.1K ﹤0.01%
2,600
897
$43.1K ﹤0.01%
16,201
-507
898
$43K ﹤0.01%
704
-96
899
$42.7K ﹤0.01%
690
+265
900
$42.6K ﹤0.01%
221
-22
34 35
36
37 38