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
1501
$13.9K ﹤0.01%
100
+42
1502
$13.9K ﹤0.01%
165
-53
1503
$13.9K ﹤0.01%
394
-361
1504
$13.9K ﹤0.01%
406
+80
1505
$13.8K ﹤0.01%
197
-46
1506
$13.8K ﹤0.01%
931
-35
1507
$13.8K ﹤0.01%
174
1508
$13.8K ﹤0.01%
716
-63
1509
$13.7K ﹤0.01%
1,207
+407
1510
$13.7K ﹤0.01%
333
-50
1511
$13.6K ﹤0.01%
139
+138
1512
$13.6K ﹤0.01%
163
+9
1513
$13.6K ﹤0.01%
311
+8
1514
$13.6K ﹤0.01%
299
-31
1515
$13.5K ﹤0.01%
+150
1516
$13.5K ﹤0.01%
1,029
+893
1517
$13.5K ﹤0.01%
1,212
+341
1518
$13.5K ﹤0.01%
128
-133
1519
$13.5K ﹤0.01%
1,897
+94
1520
$13.4K ﹤0.01%
436
+5
1521
$13.4K ﹤0.01%
+411
1522
$13.4K ﹤0.01%
559
+232
1523
$13.3K ﹤0.01%
1,604
+34
1524
$13.3K ﹤0.01%
180
1525
$13.3K ﹤0.01%
192
+25
59 60
61
62 63