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
1576
$11.8K ﹤0.01%
+275
1577
$11.8K ﹤0.01%
1,887
1578
$11.8K ﹤0.01%
130
1579
$11.8K ﹤0.01%
231
+10
1580
$11.7K ﹤0.01%
130
1581
$11.7K ﹤0.01%
1,004
-103
1582
$11.7K ﹤0.01%
232
+36
1583
$11.7K ﹤0.01%
370
1584
$11.7K ﹤0.01%
429
+30
1585
$11.6K ﹤0.01%
324
1586
$11.6K ﹤0.01%
126
+31
1587
$11.6K ﹤0.01%
458
+44
1588
$11.6K ﹤0.01%
53
1589
$11.6K ﹤0.01%
145
+46
1590
$11.6K ﹤0.01%
195
-73
1591
$11.6K ﹤0.01%
1,732
+1,370
1592
$11.5K ﹤0.01%
203
1593
$11.5K ﹤0.01%
118
+42
1594
$11.4K ﹤0.01%
57
-213
1595
$11.4K ﹤0.01%
318
1596
$11.4K ﹤0.01%
518
-59
1597
$11.4K ﹤0.01%
+406
1598
$11.4K ﹤0.01%
72
1599
$11.4K ﹤0.01%
372
+94
1600
$11.4K ﹤0.01%
184
+22
62 63
64
65 66