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
1451
$15.2K ﹤0.01%
457
-99
1452
$15.2K ﹤0.01%
1,046
1453
$15.2K ﹤0.01%
434
+12
1454
$15.2K ﹤0.01%
235
+119
1455
$15.1K ﹤0.01%
478
-13
1456
$15.1K ﹤0.01%
1,501
+1,052
1457
$15.1K ﹤0.01%
341
-52
1458
$15.1K ﹤0.01%
249
-71
1459
$15.1K ﹤0.01%
1,311
-78
1460
$15K ﹤0.01%
121
+65
1461
$14.9K ﹤0.01%
1,156
1462
$14.9K ﹤0.01%
245
-57
1463
$14.8K ﹤0.01%
5,498
+4,201
1464
$14.8K ﹤0.01%
2,157
+48
1465
$14.8K ﹤0.01%
1,719
+204
1466
$14.8K ﹤0.01%
945
-398
1467
$14.8K ﹤0.01%
71
1468
$14.8K ﹤0.01%
893
+860
1469
$14.7K ﹤0.01%
624
+63
1470
$14.7K ﹤0.01%
142
+8
1471
$14.7K ﹤0.01%
263
+13
1472
$14.7K ﹤0.01%
236
-89
1473
$14.7K ﹤0.01%
1,650
+260
1474
$14.6K ﹤0.01%
125
+1
1475
$14.6K ﹤0.01%
110
57 58
59
60 61