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
901
$42.6K ﹤0.01%
591
-193
902
$42.5K ﹤0.01%
890
-100
903
$42.4K ﹤0.01%
394
904
$42.3K ﹤0.01%
5,379
+1,975
905
$42.2K ﹤0.01%
1,501
-41
906
$42.2K ﹤0.01%
1,560
+825
907
$42.2K ﹤0.01%
1,004
908
$42.1K ﹤0.01%
2,000
909
$41.9K ﹤0.01%
6,812
-1,825
910
$41.9K ﹤0.01%
587
-59
911
$41.8K ﹤0.01%
1,183
-4,658
912
$41.6K ﹤0.01%
757
+90
913
$41.5K ﹤0.01%
474
-142
914
$41.4K ﹤0.01%
325
915
$41.3K ﹤0.01%
621
-156
916
$41.1K ﹤0.01%
94
-9
917
$41.1K ﹤0.01%
143
+69
918
$40.9K ﹤0.01%
518
+103
919
$40.8K ﹤0.01%
19,815
-8,775
920
$40.8K ﹤0.01%
631
+234
921
$40.8K ﹤0.01%
1,294
922
$40.7K ﹤0.01%
494
-103
923
$40.4K ﹤0.01%
1,655
-170
924
$40.4K ﹤0.01%
714
-33
925
$40.4K ﹤0.01%
1,938
-1,733
35 36
37
38 39