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
1301
$19.9K ﹤0.01%
160
-69
1302
$19.9K ﹤0.01%
498
+238
1303
$19.9K ﹤0.01%
563
-1
1304
$19.8K ﹤0.01%
701
+353
1305
$19.8K ﹤0.01%
877
+549
1306
$19.8K ﹤0.01%
664
+46
1307
$19.8K ﹤0.01%
192
+19
1308
$19.7K ﹤0.01%
159
+58
1309
$19.7K ﹤0.01%
2,195
+1,023
1310
$19.6K ﹤0.01%
463
-210
1311
$19.5K ﹤0.01%
430
+118
1312
$19.5K ﹤0.01%
1,069
-24
1313
$19.5K ﹤0.01%
453
-41
1314
$19.5K ﹤0.01%
185
1315
$19.5K ﹤0.01%
1,103
+432
1316
$19.4K ﹤0.01%
463
+12
1317
$19.4K ﹤0.01%
2,528
+59
1318
$19.4K ﹤0.01%
184
+6
1319
$19.4K ﹤0.01%
73
1320
$19.3K ﹤0.01%
826
+72
1321
$19.3K ﹤0.01%
416
-28
1322
$19.3K ﹤0.01%
545
+137
1323
$19.2K ﹤0.01%
223
-98
1324
$19.1K ﹤0.01%
1,033
-741
1325
$19.1K ﹤0.01%
154
-1
51 52
53
54 55