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
1801
$7.97K ﹤0.01%
193
-75
1802
$7.97K ﹤0.01%
37
+8
1803
$7.95K ﹤0.01%
39
1804
$7.89K ﹤0.01%
680
1805
$7.89K ﹤0.01%
126
+82
1806
$7.81K ﹤0.01%
3,267
-5,319
1807
$7.75K ﹤0.01%
58
-11
1808
$7.74K ﹤0.01%
203
1809
$7.74K ﹤0.01%
60
+5
1810
$7.73K ﹤0.01%
121
-26
1811
$7.7K ﹤0.01%
281
+7
1812
$7.69K ﹤0.01%
1,215
+1,145
1813
$7.67K ﹤0.01%
162
-5
1814
$7.63K ﹤0.01%
79
-39
1815
$7.62K ﹤0.01%
+215
1816
$7.61K ﹤0.01%
169
-178
1817
$7.59K ﹤0.01%
+1,368
1818
$7.54K ﹤0.01%
98
-53
1819
$7.53K ﹤0.01%
533
-313
1820
$7.49K ﹤0.01%
246
1821
$7.49K ﹤0.01%
179
1822
$7.48K ﹤0.01%
280
1823
$7.47K ﹤0.01%
916
-74
1824
$7.47K ﹤0.01%
333
1825
$7.46K ﹤0.01%
272
-127
71 72
73
74 75