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
976
$35.7K ﹤0.01%
8,168
+2,495
977
$35.6K ﹤0.01%
692
+39
978
$35.6K ﹤0.01%
712
+17
979
$35.6K ﹤0.01%
922
-17
980
$35.4K ﹤0.01%
1,421
-78
981
$35.3K ﹤0.01%
350
+37
982
$35.3K ﹤0.01%
211
+11
983
$35.2K ﹤0.01%
245
+13
984
$35.1K ﹤0.01%
2,612
+47
985
$35K ﹤0.01%
105
-21
986
$35K ﹤0.01%
167
987
$34.9K ﹤0.01%
277
-3
988
$34.9K ﹤0.01%
17
+1
989
$34.9K ﹤0.01%
193
-17
990
$34.9K ﹤0.01%
174
+15
991
$34.9K ﹤0.01%
1,359
+623
992
$34.8K ﹤0.01%
85
+35
993
$34.8K ﹤0.01%
209
+97
994
$34.7K ﹤0.01%
818
-265
995
$34.7K ﹤0.01%
7,840
+510
996
$34.7K ﹤0.01%
559
997
$34.6K ﹤0.01%
546
+281
998
$34.6K ﹤0.01%
758
+299
999
$34.5K ﹤0.01%
88
-31
1000
$34.4K ﹤0.01%
481
-31
38 39
40
41 42