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
951
$37.6K ﹤0.01%
3,879
+2,271
952
$37.6K ﹤0.01%
925
953
$37.3K ﹤0.01%
518
954
$37.3K ﹤0.01%
1,166
+66
955
$37.3K ﹤0.01%
208
956
$37.2K ﹤0.01%
3,506
+136
957
$37.2K ﹤0.01%
+1,700
958
$37.1K ﹤0.01%
2,007
-62
959
$37.1K ﹤0.01%
417
+147
960
$36.8K ﹤0.01%
9,025
+5,218
961
$36.7K ﹤0.01%
191
+21
962
$36.6K ﹤0.01%
3,622
+2
963
$36.5K ﹤0.01%
389
+3
964
$36.4K ﹤0.01%
1,177
-26
965
$36.4K ﹤0.01%
163
966
$36.3K ﹤0.01%
250
+28
967
$36.2K ﹤0.01%
7,745
+226
968
$36.2K ﹤0.01%
651
-26
969
$36.2K ﹤0.01%
2,000
970
$36.1K ﹤0.01%
1,297
+648
971
$36K ﹤0.01%
1,183
-259
972
$35.8K ﹤0.01%
1,444
+37
973
$35.8K ﹤0.01%
95
+12
974
$35.8K ﹤0.01%
924
+262
975
$35.7K ﹤0.01%
1,721
+97
37 38
39
40 41