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
1351
$18.3K ﹤0.01%
220
+1
1352
$18.2K ﹤0.01%
451
-49
1353
$18.1K ﹤0.01%
962
-10
1354
$18.1K ﹤0.01%
501
+329
1355
$18K ﹤0.01%
325
+173
1356
$18K ﹤0.01%
102
1357
$18K ﹤0.01%
165
+113
1358
$18K ﹤0.01%
210
+16
1359
$17.9K ﹤0.01%
187
+17
1360
$17.9K ﹤0.01%
2,608
-871
1361
$17.9K ﹤0.01%
965
-18
1362
$17.8K ﹤0.01%
488
+10
1363
$17.8K ﹤0.01%
701
-281
1364
$17.8K ﹤0.01%
69
1365
$17.8K ﹤0.01%
1,775
+446
1366
$17.7K ﹤0.01%
107
+9
1367
$17.7K ﹤0.01%
776
1368
$17.7K ﹤0.01%
2,240
-135
1369
$17.7K ﹤0.01%
287
+49
1370
$17.7K ﹤0.01%
75
-12
1371
$17.6K ﹤0.01%
105
1372
$17.6K ﹤0.01%
84
-29
1373
$17.5K ﹤0.01%
395
1374
$17.4K ﹤0.01%
554
-580
1375
$17.3K ﹤0.01%
1,643
-502
53 54
55
56 57