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
1676
$10.1K ﹤0.01%
495
+53
1677
$10K ﹤0.01%
113
+64
1678
$10K ﹤0.01%
641
-96
1679
$10K ﹤0.01%
109
1680
$10K ﹤0.01%
1,821
-99
1681
$9.98K ﹤0.01%
114
+45
1682
$9.97K ﹤0.01%
93
+3
1683
$9.96K ﹤0.01%
46
+6
1684
$9.95K ﹤0.01%
731
-1,160
1685
$9.93K ﹤0.01%
62
+39
1686
$9.92K ﹤0.01%
+622
1687
$9.89K ﹤0.01%
590
+75
1688
$9.85K ﹤0.01%
80
-42
1689
$9.8K ﹤0.01%
137
+1
1690
$9.77K ﹤0.01%
500
1691
$9.77K ﹤0.01%
598
-29
1692
$9.76K ﹤0.01%
632
+422
1693
$9.74K ﹤0.01%
126
1694
$9.73K ﹤0.01%
61
+1
1695
$9.67K ﹤0.01%
504
+110
1696
$9.67K ﹤0.01%
522
+430
1697
$9.66K ﹤0.01%
821
+23
1698
$9.66K ﹤0.01%
470
1699
$9.62K ﹤0.01%
143
+37
1700
$9.62K ﹤0.01%
16
+1
66 67
68
69 70