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
1776
$8.32K ﹤0.01%
+1,004
1777
$8.32K ﹤0.01%
91
1778
$8.31K ﹤0.01%
1,000
1779
$8.31K ﹤0.01%
226
1780
$8.3K ﹤0.01%
276
-566
1781
$8.28K ﹤0.01%
1,081
-634
1782
$8.26K ﹤0.01%
48
1783
$8.24K ﹤0.01%
283
+58
1784
$8.24K ﹤0.01%
80
-4
1785
$8.2K ﹤0.01%
295
1786
$8.2K ﹤0.01%
1,562
-524
1787
$8.2K ﹤0.01%
113
-21
1788
$8.18K ﹤0.01%
226
+56
1789
$8.17K ﹤0.01%
754
+57
1790
$8.16K ﹤0.01%
587
+42
1791
$8.12K ﹤0.01%
172
+13
1792
$8.1K ﹤0.01%
2,500
1793
$8.06K ﹤0.01%
186
1794
$8.06K ﹤0.01%
178
+110
1795
$8.05K ﹤0.01%
297
1796
$8.05K ﹤0.01%
327
-21
1797
$8.04K ﹤0.01%
402
+162
1798
$8.04K ﹤0.01%
167
1799
$8K ﹤0.01%
422
+38
1800
$8K ﹤0.01%
134
70 71
72
73 74