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
1026
$32.3K ﹤0.01%
164
+50
1027
$32.2K ﹤0.01%
275
1028
$32.1K ﹤0.01%
279
-26
1029
$32.1K ﹤0.01%
1,848
1030
$32K ﹤0.01%
1,131
-697
1031
$32K ﹤0.01%
463
+97
1032
$32K ﹤0.01%
606
+304
1033
$32K ﹤0.01%
7,523
+2,094
1034
$31.9K ﹤0.01%
108
-17
1035
$31.9K ﹤0.01%
444
-51
1036
$31.8K ﹤0.01%
695
+2
1037
$31.8K ﹤0.01%
358
+22
1038
$31.7K ﹤0.01%
1,056
+40
1039
$31.7K ﹤0.01%
303
1040
$31.7K ﹤0.01%
7,045
-596
1041
$31.6K ﹤0.01%
81
+30
1042
$31.5K ﹤0.01%
3,432
-732
1043
$31.5K ﹤0.01%
1,726
-293
1044
$31.4K ﹤0.01%
782
+166
1045
$31.4K ﹤0.01%
1,996
-39
1046
$31.3K ﹤0.01%
866
-6
1047
$31.2K ﹤0.01%
320
-67
1048
$31.2K ﹤0.01%
1,093
-24
1049
$31.2K ﹤0.01%
850
-1,035
1050
$31.2K ﹤0.01%
5,042
-151
40 41
42
43 44