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
1726
$9.01K ﹤0.01%
95
+34
1727
$8.99K ﹤0.01%
895
1728
$8.99K ﹤0.01%
592
1729
$8.95K ﹤0.01%
117
-199
1730
$8.95K ﹤0.01%
808
1731
$8.94K ﹤0.01%
145
+48
1732
$8.93K ﹤0.01%
770
+40
1733
$8.9K ﹤0.01%
500
+227
1734
$8.9K ﹤0.01%
285
+27
1735
$8.89K ﹤0.01%
150
1736
$8.88K ﹤0.01%
308
+199
1737
$8.85K ﹤0.01%
235
1738
$8.84K ﹤0.01%
321
1739
$8.83K ﹤0.01%
1,170
1740
$8.83K ﹤0.01%
232
-68
1741
$8.79K ﹤0.01%
1,559
+108
1742
$8.77K ﹤0.01%
55
+20
1743
$8.77K ﹤0.01%
85
+39
1744
$8.72K ﹤0.01%
1,190
1745
$8.72K ﹤0.01%
157
+78
1746
$8.71K ﹤0.01%
407
-21
1747
$8.7K ﹤0.01%
70
-5
1748
$8.69K ﹤0.01%
480
+23
1749
$8.69K ﹤0.01%
154
-145
1750
$8.68K ﹤0.01%
69
68 69
70
71 72