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
926
$40.4K ﹤0.01%
422
-71
927
$40.3K ﹤0.01%
139
+4
928
$40.1K ﹤0.01%
350
929
$40.1K ﹤0.01%
507
-7
930
$39.9K ﹤0.01%
66
+19
931
$39.9K ﹤0.01%
299
-22
932
$39.8K ﹤0.01%
828
-340
933
$39.7K ﹤0.01%
5,588
-1,295
934
$39.6K ﹤0.01%
230
+9
935
$39.6K ﹤0.01%
921
936
$39.5K ﹤0.01%
3,483
-170
937
$39.5K ﹤0.01%
808
-437
938
$39.4K ﹤0.01%
748
+439
939
$39.3K ﹤0.01%
+365
940
$39.3K ﹤0.01%
1,160
+9
941
$39.3K ﹤0.01%
962
-133
942
$39.1K ﹤0.01%
646
+193
943
$38.8K ﹤0.01%
2,150
944
$38.5K ﹤0.01%
1,660
-2,075
945
$38.4K ﹤0.01%
311
-9
946
$38.4K ﹤0.01%
583
-9
947
$38.2K ﹤0.01%
442
+31
948
$38.2K ﹤0.01%
5,722
-800
949
$37.7K ﹤0.01%
355
950
$37.7K ﹤0.01%
476
-42
36 37
38
39 40