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
1326
$19.1K ﹤0.01%
108
+39
1327
$19.1K ﹤0.01%
141
-29
1328
$19.1K ﹤0.01%
565
-91
1329
$19K ﹤0.01%
69
-2
1330
$19K ﹤0.01%
2,229
-103
1331
$19K ﹤0.01%
749
-39
1332
$18.8K ﹤0.01%
9,414
+2,642
1333
$18.8K ﹤0.01%
164
+20
1334
$18.8K ﹤0.01%
937
-400
1335
$18.7K ﹤0.01%
2,042
+793
1336
$18.7K ﹤0.01%
278
-40
1337
$18.7K ﹤0.01%
273
1338
$18.7K ﹤0.01%
251
+143
1339
$18.7K ﹤0.01%
37
+20
1340
$18.6K ﹤0.01%
111
-47
1341
$18.6K ﹤0.01%
121
+16
1342
$18.6K ﹤0.01%
992
-297
1343
$18.6K ﹤0.01%
1,145
-10
1344
$18.5K ﹤0.01%
363
+9
1345
$18.5K ﹤0.01%
209
1346
$18.5K ﹤0.01%
172
-33
1347
$18.4K ﹤0.01%
493
+187
1348
$18.4K ﹤0.01%
1,442
+7
1349
$18.4K ﹤0.01%
930
-601
1350
$18.3K ﹤0.01%
319
+299
52 53
54
55 56