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
1551
$12.6K ﹤0.01%
403
1552
$12.6K ﹤0.01%
269
1553
$12.6K ﹤0.01%
269
-51
1554
$12.6K ﹤0.01%
284
-97
1555
$12.5K ﹤0.01%
616
+178
1556
$12.4K ﹤0.01%
348
+36
1557
$12.4K ﹤0.01%
855
-6
1558
$12.4K ﹤0.01%
374
+6
1559
$12.3K ﹤0.01%
69
-3
1560
$12.3K ﹤0.01%
273
1561
$12.3K ﹤0.01%
167
+94
1562
$12.2K ﹤0.01%
91
-51
1563
$12.2K ﹤0.01%
+100
1564
$12.2K ﹤0.01%
728
-46
1565
$12.2K ﹤0.01%
110
+45
1566
$12.2K ﹤0.01%
216
-3
1567
$12.2K ﹤0.01%
59
+3
1568
$12.2K ﹤0.01%
250
-41
1569
$12.1K ﹤0.01%
394
+49
1570
$12K ﹤0.01%
100
1571
$12K ﹤0.01%
769
1572
$12K ﹤0.01%
488
-102
1573
$11.9K ﹤0.01%
320
-1,144
1574
$11.9K ﹤0.01%
41
1575
$11.8K ﹤0.01%
1,446
-267
61 62
63
64 65