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
1651
$10.4K ﹤0.01%
140
-3
1652
$10.4K ﹤0.01%
74
+8
1653
$10.4K ﹤0.01%
263
-13
1654
$10.4K ﹤0.01%
270
-170
1655
$10.4K ﹤0.01%
548
1656
$10.4K ﹤0.01%
+1,637
1657
$10.4K ﹤0.01%
63
+17
1658
$10.4K ﹤0.01%
294
-613
1659
$10.4K ﹤0.01%
1,271
-255
1660
$10.4K ﹤0.01%
134
1661
$10.3K ﹤0.01%
588
+102
1662
$10.3K ﹤0.01%
177
+13
1663
$10.2K ﹤0.01%
1,146
+458
1664
$10.2K ﹤0.01%
447
+420
1665
$10.2K ﹤0.01%
3,894
+1,976
1666
$10.2K ﹤0.01%
251
+2
1667
$10.2K ﹤0.01%
1,339
-112
1668
$10.2K ﹤0.01%
130
1669
$10.2K ﹤0.01%
199
-111
1670
$10.2K ﹤0.01%
453
+45
1671
$10.1K ﹤0.01%
808
-76
1672
$10.1K ﹤0.01%
298
+16
1673
$10.1K ﹤0.01%
136
+91
1674
$10.1K ﹤0.01%
396
-52
1675
$10.1K ﹤0.01%
+220
65 66
67
68 69