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
1401
$16.4K ﹤0.01%
51
1402
$16.3K ﹤0.01%
139
1403
$16.3K ﹤0.01%
679
-484
1404
$16.3K ﹤0.01%
156
+31
1405
$16.3K ﹤0.01%
1,164
1406
$16.2K ﹤0.01%
2,546
+475
1407
$16.2K ﹤0.01%
288
-30
1408
$16.1K ﹤0.01%
83
+45
1409
$16.1K ﹤0.01%
1,094
+950
1410
$16.1K ﹤0.01%
620
+6
1411
$16.1K ﹤0.01%
68
-11
1412
$16.1K ﹤0.01%
335
+209
1413
$16K ﹤0.01%
2,215
+2
1414
$16K ﹤0.01%
3,044
-687
1415
$15.9K ﹤0.01%
416
+4
1416
$15.9K ﹤0.01%
182
+37
1417
$15.9K ﹤0.01%
37
-25
1418
$15.9K ﹤0.01%
252
-15
1419
$15.9K ﹤0.01%
742
-198
1420
$15.9K ﹤0.01%
+321
1421
$15.8K ﹤0.01%
129
+24
1422
$15.8K ﹤0.01%
3,605
+1,066
1423
$15.7K ﹤0.01%
2,071
-747
1424
$15.7K ﹤0.01%
2,937
+776
1425
$15.7K ﹤0.01%
212
+13
55 56
57
58 59