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
1076
$29.6K ﹤0.01%
167
1077
$29.5K ﹤0.01%
1,636
-33
1078
$29.5K ﹤0.01%
627
-184
1079
$29.5K ﹤0.01%
197
-1
1080
$29.3K ﹤0.01%
728
1081
$29.2K ﹤0.01%
1,423
+527
1082
$29.2K ﹤0.01%
805
+9
1083
$29.2K ﹤0.01%
1,325
-64
1084
$29.1K ﹤0.01%
1,614
-82
1085
$29.1K ﹤0.01%
11,944
+310
1086
$29.1K ﹤0.01%
682
-132
1087
$29K ﹤0.01%
1,554
+204
1088
$29K ﹤0.01%
271
+115
1089
$29K ﹤0.01%
113
+62
1090
$28.9K ﹤0.01%
1,176
+925
1091
$28.8K ﹤0.01%
503
-170
1092
$28.8K ﹤0.01%
1,550
-336
1093
$28.7K ﹤0.01%
1,719
-300
1094
$28.7K ﹤0.01%
398
1095
$28.7K ﹤0.01%
699
-110
1096
$28.7K ﹤0.01%
336
1097
$28.6K ﹤0.01%
764
+134
1098
$28.5K ﹤0.01%
563
-49
1099
$28.4K ﹤0.01%
1,526
+271
1100
$28.4K ﹤0.01%
250
42 43
44
45 46