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
1626
$11K ﹤0.01%
431
+183
1627
$11K ﹤0.01%
95
+5
1628
$11K ﹤0.01%
486
+482
1629
$11K ﹤0.01%
4,847
-86
1630
$10.9K ﹤0.01%
131
+21
1631
$10.9K ﹤0.01%
40
1632
$10.9K ﹤0.01%
389
+53
1633
$10.9K ﹤0.01%
1,914
+109
1634
$10.8K ﹤0.01%
118
1635
$10.7K ﹤0.01%
362
1636
$10.7K ﹤0.01%
358
+16
1637
$10.7K ﹤0.01%
320
-203
1638
$10.6K ﹤0.01%
245
+75
1639
$10.6K ﹤0.01%
82
-4
1640
$10.6K ﹤0.01%
394
1641
$10.6K ﹤0.01%
4,926
+1,790
1642
$10.6K ﹤0.01%
556
+262
1643
$10.6K ﹤0.01%
264
-55
1644
$10.6K ﹤0.01%
217
-18
1645
$10.5K ﹤0.01%
4,120
-2,018
1646
$10.5K ﹤0.01%
77
-4
1647
$10.5K ﹤0.01%
2,562
+775
1648
$10.5K ﹤0.01%
675
+86
1649
$10.5K ﹤0.01%
206
-230
1650
$10.5K ﹤0.01%
180
+7
64 65
66
67 68