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
1526
$13.3K ﹤0.01%
197
+8
1527
$13.2K ﹤0.01%
156
-185
1528
$13.2K ﹤0.01%
188
-480
1529
$13.2K ﹤0.01%
1,000
+963
1530
$13.2K ﹤0.01%
3,401
+557
1531
$13.2K ﹤0.01%
159
1532
$13.2K ﹤0.01%
1,274
+1,086
1533
$13.2K ﹤0.01%
197
1534
$13.1K ﹤0.01%
317
1535
$13.1K ﹤0.01%
372
+38
1536
$13K ﹤0.01%
195
+74
1537
$13K ﹤0.01%
83
+38
1538
$13K ﹤0.01%
442
+7
1539
$13K ﹤0.01%
65
-3
1540
$13K ﹤0.01%
525
-637
1541
$13K ﹤0.01%
194
-61
1542
$12.9K ﹤0.01%
139
1543
$12.9K ﹤0.01%
357
+56
1544
$12.9K ﹤0.01%
155
1545
$12.9K ﹤0.01%
734
1546
$12.9K ﹤0.01%
166
+70
1547
$12.9K ﹤0.01%
1,143
-155
1548
$12.9K ﹤0.01%
1,048
+117
1549
$12.8K ﹤0.01%
390
1550
$12.8K ﹤0.01%
54
+3
60 61
62
63 64