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
1701
$9.6K ﹤0.01%
334
+180
1702
$9.55K ﹤0.01%
1,942
-997
1703
$9.55K ﹤0.01%
501
-195
1704
$9.52K ﹤0.01%
159
1705
$9.51K ﹤0.01%
93
+30
1706
$9.47K ﹤0.01%
735
-327
1707
$9.43K ﹤0.01%
974
-1,108
1708
$9.41K ﹤0.01%
1,035
+771
1709
$9.41K ﹤0.01%
259
-77
1710
$9.39K ﹤0.01%
83
-19
1711
$9.34K ﹤0.01%
9,156
1712
$9.32K ﹤0.01%
738
-349
1713
$9.29K ﹤0.01%
116
+27
1714
$9.28K ﹤0.01%
159
+61
1715
$9.24K ﹤0.01%
366
+32
1716
$9.22K ﹤0.01%
799
+447
1717
$9.2K ﹤0.01%
20
-22
1718
$9.17K ﹤0.01%
1,182
1719
$9.15K ﹤0.01%
94
+11
1720
$9.09K ﹤0.01%
216
1721
$9.09K ﹤0.01%
70
-30
1722
$9.07K ﹤0.01%
196
1723
$9.06K ﹤0.01%
80
1724
$9.05K ﹤0.01%
130
-28
1725
$9.02K ﹤0.01%
229
-94
67 68
69
70 71