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
1001
$34.3K ﹤0.01%
1,115
+24
1002
$34.3K ﹤0.01%
465
-52
1003
$34.2K ﹤0.01%
460
-36
1004
$34.2K ﹤0.01%
705
-147
1005
$34K ﹤0.01%
2,159
-446
1006
$34K ﹤0.01%
328
+79
1007
$33.9K ﹤0.01%
1,718
-123
1008
$33.9K ﹤0.01%
497
+343
1009
$33.8K ﹤0.01%
307
+71
1010
$33.8K ﹤0.01%
1,194
-208
1011
$33.6K ﹤0.01%
501
-1,213
1012
$33.2K ﹤0.01%
1,285
+483
1013
$33.1K ﹤0.01%
60
1014
$33.1K ﹤0.01%
533
+93
1015
$32.9K ﹤0.01%
4,303
+1,506
1016
$32.9K ﹤0.01%
222
1017
$32.8K ﹤0.01%
2,776
1018
$32.7K ﹤0.01%
1,980
+41
1019
$32.6K ﹤0.01%
91
+11
1020
$32.5K ﹤0.01%
245
+1
1021
$32.5K ﹤0.01%
2,304
+217
1022
$32.5K ﹤0.01%
383
+137
1023
$32.5K ﹤0.01%
1,391
+272
1024
$32.4K ﹤0.01%
1,625
+378
1025
$32.4K ﹤0.01%
4,158
+644
39 40
41
42 43