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
1051
$31K ﹤0.01%
204
+15
1052
$31K ﹤0.01%
290
1053
$30.9K ﹤0.01%
229
+3
1054
$30.9K ﹤0.01%
614
-136
1055
$30.8K ﹤0.01%
3,287
1056
$30.8K ﹤0.01%
114
+36
1057
$30.7K ﹤0.01%
761
+16
1058
$30.7K ﹤0.01%
784
+104
1059
$30.6K ﹤0.01%
1,144
+23
1060
$30.6K ﹤0.01%
786
+40
1061
$30.6K ﹤0.01%
510
1062
$30.5K ﹤0.01%
312
-43
1063
$30.5K ﹤0.01%
654
+159
1064
$30.4K ﹤0.01%
410
+2
1065
$30.4K ﹤0.01%
246
+46
1066
$30.3K ﹤0.01%
898
+239
1067
$30.3K ﹤0.01%
139
-2
1068
$30.2K ﹤0.01%
938
+233
1069
$30.1K ﹤0.01%
305
-19
1070
$30.1K ﹤0.01%
260
1071
$30.1K ﹤0.01%
752
+67
1072
$29.9K ﹤0.01%
2,856
+743
1073
$29.8K ﹤0.01%
583
1074
$29.7K ﹤0.01%
724
+524
1075
$29.7K ﹤0.01%
1,081
-61
41 42
43
44 45