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
1226
$22.6K ﹤0.01%
313
-251
1227
$22.5K ﹤0.01%
302
+45
1228
$22.5K ﹤0.01%
108
-85
1229
$22.5K ﹤0.01%
236
1230
$22.5K ﹤0.01%
367
+210
1231
$22.4K ﹤0.01%
1,443
+228
1232
$22.4K ﹤0.01%
718
-8
1233
$22.3K ﹤0.01%
4,055
-910
1234
$22.3K ﹤0.01%
465
+21
1235
$22.2K ﹤0.01%
709
+5
1236
$22.2K ﹤0.01%
544
+130
1237
$22.2K ﹤0.01%
470
-25
1238
$22.2K ﹤0.01%
536
1239
$22.1K ﹤0.01%
1,876
-4,935
1240
$22.1K ﹤0.01%
883
-382
1241
$22.1K ﹤0.01%
596
-30
1242
$22.1K ﹤0.01%
573
+36
1243
$22.1K ﹤0.01%
230
+47
1244
$22K ﹤0.01%
1,016
1245
$22K ﹤0.01%
684
-114
1246
$22K ﹤0.01%
901
+20
1247
$22K ﹤0.01%
477
+22
1248
$21.9K ﹤0.01%
687
1249
$21.8K ﹤0.01%
223
+27
1250
$21.8K ﹤0.01%
984
48 49
50
51 52