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
1751
$8.67K ﹤0.01%
85
1752
$8.67K ﹤0.01%
325
+28
1753
$8.67K ﹤0.01%
165
-84
1754
$8.6K ﹤0.01%
117
-16
1755
$8.6K ﹤0.01%
66
+51
1756
$8.57K ﹤0.01%
1,270
+39
1757
$8.56K ﹤0.01%
173
-1
1758
$8.56K ﹤0.01%
+333
1759
$8.55K ﹤0.01%
873
-123
1760
$8.55K ﹤0.01%
911
+879
1761
$8.55K ﹤0.01%
498
-597
1762
$8.54K ﹤0.01%
+125
1763
$8.51K ﹤0.01%
272
-56
1764
$8.47K ﹤0.01%
315
+212
1765
$8.46K ﹤0.01%
+300
1766
$8.44K ﹤0.01%
758
-280
1767
$8.44K ﹤0.01%
108
+16
1768
$8.43K ﹤0.01%
935
-1,116
1769
$8.43K ﹤0.01%
133
-53
1770
$8.41K ﹤0.01%
403
-1,086
1771
$8.37K ﹤0.01%
70
1772
$8.37K ﹤0.01%
1,524
+462
1773
$8.36K ﹤0.01%
117
+60
1774
$8.36K ﹤0.01%
442
+83
1775
$8.34K ﹤0.01%
108
-62
69 70
71
72 73