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
1176
$24.7K ﹤0.01%
347
-33
1177
$24.7K ﹤0.01%
728
-30
1178
$24.7K ﹤0.01%
835
+77
1179
$24.7K ﹤0.01%
760
+109
1180
$24.7K ﹤0.01%
811
+200
1181
$24.7K ﹤0.01%
499
-252
1182
$24.5K ﹤0.01%
948
+362
1183
$24.5K ﹤0.01%
320
-28
1184
$24.5K ﹤0.01%
99
+36
1185
$24.5K ﹤0.01%
101
1186
$24.4K ﹤0.01%
600
-39
1187
$24.4K ﹤0.01%
269
+17
1188
$24.4K ﹤0.01%
462
+135
1189
$24.4K ﹤0.01%
203
-14
1190
$24.3K ﹤0.01%
1,902
+974
1191
$24.2K ﹤0.01%
587
-29,375
1192
$24.2K ﹤0.01%
6,594
-1,090
1193
$24.1K ﹤0.01%
493
-644
1194
$24.1K ﹤0.01%
2,347
+52
1195
$23.9K ﹤0.01%
443
-181
1196
$23.9K ﹤0.01%
342
+77
1197
$23.8K ﹤0.01%
766
+64
1198
$23.8K ﹤0.01%
1,420
+690
1199
$23.8K ﹤0.01%
1,000
1200
$23.7K ﹤0.01%
213
+45
46 47
48
49 50