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
1426
$15.7K ﹤0.01%
255
+35
1427
$15.7K ﹤0.01%
182
-3
1428
$15.6K ﹤0.01%
6,208
-10
1429
$15.6K ﹤0.01%
325
1430
$15.6K ﹤0.01%
91
-20
1431
$15.6K ﹤0.01%
3,100
1432
$15.5K ﹤0.01%
80
+11
1433
$15.5K ﹤0.01%
325
1434
$15.5K ﹤0.01%
59
+36
1435
$15.5K ﹤0.01%
2,841
-1,878
1436
$15.5K ﹤0.01%
412
1437
$15.5K ﹤0.01%
664
1438
$15.5K ﹤0.01%
38
+12
1439
$15.4K ﹤0.01%
387
-310
1440
$15.4K ﹤0.01%
613
1441
$15.4K ﹤0.01%
96
-6
1442
$15.4K ﹤0.01%
791
-496
1443
$15.4K ﹤0.01%
46
-18
1444
$15.3K ﹤0.01%
1,551
-119
1445
$15.3K ﹤0.01%
35
-10
1446
$15.3K ﹤0.01%
332
-70
1447
$15.3K ﹤0.01%
347
1448
$15.3K ﹤0.01%
400
1449
$15.3K ﹤0.01%
176
-25
1450
$15.2K ﹤0.01%
2,651
-160
56 57
58
59 60