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
1476
$14.6K ﹤0.01%
105
1477
$14.6K ﹤0.01%
365
-24
1478
$14.6K ﹤0.01%
1,889
-147
1479
$14.6K ﹤0.01%
154
-28
1480
$14.6K ﹤0.01%
2,722
-718
1481
$14.6K ﹤0.01%
+253
1482
$14.5K ﹤0.01%
406
-112
1483
$14.5K ﹤0.01%
383
-179
1484
$14.3K ﹤0.01%
262
-31
1485
$14.3K ﹤0.01%
232
+155
1486
$14.3K ﹤0.01%
260
+215
1487
$14.3K ﹤0.01%
3,363
-1,943
1488
$14.3K ﹤0.01%
419
+170
1489
$14.2K ﹤0.01%
6,061
+992
1490
$14.2K ﹤0.01%
+233
1491
$14.2K ﹤0.01%
1,474
+225
1492
$14.2K ﹤0.01%
78
+3
1493
$14.2K ﹤0.01%
411
+16
1494
$14.1K ﹤0.01%
148
+1
1495
$14.1K ﹤0.01%
259
-13
1496
$14K ﹤0.01%
334
-252
1497
$14K ﹤0.01%
5,392
+2,904
1498
$14K ﹤0.01%
204
+84
1499
$14K ﹤0.01%
350
-105
1500
$13.9K ﹤0.01%
274
-48
58 59
60
61 62