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
1276
$21K ﹤0.01%
193
+45
1277
$21K ﹤0.01%
212
+18
1278
$20.9K ﹤0.01%
95
1279
$20.9K ﹤0.01%
1,045
+483
1280
$20.9K ﹤0.01%
167
+43
1281
$20.8K ﹤0.01%
559
-23
1282
$20.7K ﹤0.01%
241
-49
1283
$20.7K ﹤0.01%
1,229
-347
1284
$20.6K ﹤0.01%
233
+12
1285
$20.6K ﹤0.01%
2,119
+964
1286
$20.6K ﹤0.01%
174
-6
1287
$20.6K ﹤0.01%
966
-272
1288
$20.5K ﹤0.01%
394
+153
1289
$20.5K ﹤0.01%
792
1290
$20.5K ﹤0.01%
1,302
-137
1291
$20.4K ﹤0.01%
1,847
-1,749
1292
$20.3K ﹤0.01%
1,967
+1,027
1293
$20.2K ﹤0.01%
+211
1294
$20.2K ﹤0.01%
2,542
+1,233
1295
$20.1K ﹤0.01%
3,165
-183
1296
$20.1K ﹤0.01%
232
+48
1297
$20.1K ﹤0.01%
363
-2
1298
$20K ﹤0.01%
231
-49
1299
$20K ﹤0.01%
63
+8
1300
$19.9K ﹤0.01%
561
+32
50 51
52
53 54