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
1151
$25.8K ﹤0.01%
264
+30
1152
$25.8K ﹤0.01%
314
-54
1153
$25.8K ﹤0.01%
971
+310
1154
$25.8K ﹤0.01%
196
-3
1155
$25.7K ﹤0.01%
310
1156
$25.7K ﹤0.01%
91
+64
1157
$25.7K ﹤0.01%
236
-7
1158
$25.6K ﹤0.01%
1,567
-1,255
1159
$25.6K ﹤0.01%
161
+20
1160
$25.5K ﹤0.01%
1,624
-282
1161
$25.4K ﹤0.01%
171
+119
1162
$25.4K ﹤0.01%
122
-1
1163
$25.3K ﹤0.01%
440
-24
1164
$25.2K ﹤0.01%
79
+27
1165
$25.2K ﹤0.01%
189
1166
$25.2K ﹤0.01%
794
-422
1167
$25.1K ﹤0.01%
693
-302
1168
$25.1K ﹤0.01%
2,420
+394
1169
$25K ﹤0.01%
242
+45
1170
$25K ﹤0.01%
137
+16
1171
$24.9K ﹤0.01%
1,379
+108
1172
$24.8K ﹤0.01%
324
1173
$24.8K ﹤0.01%
2,157
+17
1174
$24.8K ﹤0.01%
226
+52
1175
$24.8K ﹤0.01%
74
+28
45 46
47
48 49