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
1126
$27.1K ﹤0.01%
600
+89
1127
$27.1K ﹤0.01%
370
+35
1128
$27K ﹤0.01%
922
-30
1129
$27K ﹤0.01%
573
-273
1130
$27K ﹤0.01%
1,338
-701
1131
$26.9K ﹤0.01%
304
-90
1132
$26.9K ﹤0.01%
1,034
+26
1133
$26.9K ﹤0.01%
1,683
-816
1134
$26.9K ﹤0.01%
512
+271
1135
$26.7K ﹤0.01%
2,473
+41
1136
$26.6K ﹤0.01%
560
-195
1137
$26.5K ﹤0.01%
776
1138
$26.4K ﹤0.01%
92
-3
1139
$26.4K ﹤0.01%
1,145
-238
1140
$26.3K ﹤0.01%
1,372
+43
1141
$26.2K ﹤0.01%
1,848
+746
1142
$26.2K ﹤0.01%
137
+7
1143
$26.1K ﹤0.01%
148
-25
1144
$26.1K ﹤0.01%
190
+14
1145
$26.1K ﹤0.01%
865
1146
$26.1K ﹤0.01%
1,453
+283
1147
$26K ﹤0.01%
2,316
-201
1148
$25.9K ﹤0.01%
113
+11
1149
$25.9K ﹤0.01%
1,548
+20
1150
$25.8K ﹤0.01%
479
+6
44 45
46
47 48