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
1101
$28.3K ﹤0.01%
361
+26
1102
$28.2K ﹤0.01%
644
-70
1103
$28.1K ﹤0.01%
57
+2
1104
$28K ﹤0.01%
2,984
+292
1105
$28K ﹤0.01%
243
+17
1106
$28K ﹤0.01%
609
+18
1107
$27.9K ﹤0.01%
300
1108
$27.9K ﹤0.01%
325
+8
1109
$27.9K ﹤0.01%
1,685
+928
1110
$27.9K ﹤0.01%
265
-5
1111
$27.8K ﹤0.01%
6,129
-329
1112
$27.7K ﹤0.01%
556
-472
1113
$27.7K ﹤0.01%
622
+134
1114
$27.7K ﹤0.01%
299
-14
1115
$27.6K ﹤0.01%
210
+10
1116
$27.6K ﹤0.01%
357
+54
1117
$27.6K ﹤0.01%
928
-196
1118
$27.6K ﹤0.01%
5,146
-494
1119
$27.5K ﹤0.01%
4,069
-908
1120
$27.4K ﹤0.01%
375
-143
1121
$27.3K ﹤0.01%
389
+111
1122
$27.3K ﹤0.01%
2,244
-176
1123
$27.3K ﹤0.01%
889
-35
1124
$27.2K ﹤0.01%
622
-23
1125
$27.2K ﹤0.01%
271
+27
43 44
45
46 47