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
1601
$11.4K ﹤0.01%
500
1602
$11.3K ﹤0.01%
4,022
+97
1603
$11.3K ﹤0.01%
87
+11
1604
$11.3K ﹤0.01%
105
+13
1605
$11.3K ﹤0.01%
214
1606
$11.3K ﹤0.01%
871
-87
1607
$11.3K ﹤0.01%
+40
1608
$11.3K ﹤0.01%
1,385
+1,188
1609
$11.2K ﹤0.01%
692
-81
1610
$11.2K ﹤0.01%
463
+373
1611
$11.2K ﹤0.01%
97
1612
$11.2K ﹤0.01%
1,504
+1,121
1613
$11.2K ﹤0.01%
64
+20
1614
$11.1K ﹤0.01%
647
-339
1615
$11.1K ﹤0.01%
104
-38
1616
$11.1K ﹤0.01%
40
1617
$11.1K ﹤0.01%
173
+7
1618
$11.1K ﹤0.01%
250
-10,850
1619
$11.1K ﹤0.01%
196
1620
$11.1K ﹤0.01%
181
-32
1621
$11.1K ﹤0.01%
59
1622
$11K ﹤0.01%
341
+62
1623
$11K ﹤0.01%
+400
1624
$11K ﹤0.01%
204
1625
$11K ﹤0.01%
480
-156
63 64
65
66 67