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
1376
$17.2K ﹤0.01%
549
+14
1377
$17.2K ﹤0.01%
508
+8
1378
$17.2K ﹤0.01%
731
+25
1379
$17.1K ﹤0.01%
692
1380
$17.1K ﹤0.01%
393
-10
1381
$17.1K ﹤0.01%
176
+36
1382
$17.1K ﹤0.01%
805
-412
1383
$17.1K ﹤0.01%
593
-508
1384
$17.1K ﹤0.01%
2,404
-124
1385
$17.1K ﹤0.01%
205
1386
$17K ﹤0.01%
1,918
+6
1387
$17K ﹤0.01%
246
-522
1388
$16.9K ﹤0.01%
1,348
+414
1389
$16.8K ﹤0.01%
234
-45
1390
$16.8K ﹤0.01%
1,180
-292
1391
$16.8K ﹤0.01%
526
+128
1392
$16.8K ﹤0.01%
433
-51
1393
$16.8K ﹤0.01%
156
-1
1394
$16.7K ﹤0.01%
244
-3
1395
$16.6K ﹤0.01%
110
-63
1396
$16.5K ﹤0.01%
755
-56
1397
$16.5K ﹤0.01%
146
+5
1398
$16.5K ﹤0.01%
1,050
+124
1399
$16.4K ﹤0.01%
424
-198
1400
$16.4K ﹤0.01%
171
54 55
56
57 58