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
1826
$7.44K ﹤0.01%
2,584
+2,226
1827
$7.44K ﹤0.01%
+463
1828
$7.42K ﹤0.01%
92
1829
$7.42K ﹤0.01%
96
-122
1830
$7.41K ﹤0.01%
252
-713
1831
$7.37K ﹤0.01%
160
+13
1832
$7.36K ﹤0.01%
229
1833
$7.34K ﹤0.01%
162
1834
$7.32K ﹤0.01%
+1,045
1835
$7.3K ﹤0.01%
476
-113
1836
$7.28K ﹤0.01%
233
+4
1837
$7.27K ﹤0.01%
284
1838
$7.25K ﹤0.01%
1,922
+80
1839
$7.24K ﹤0.01%
163
-14
1840
$7.24K ﹤0.01%
276
+224
1841
$7.17K ﹤0.01%
135
1842
$7.15K ﹤0.01%
1,396
1843
$7.14K ﹤0.01%
1,031
-94
1844
$7.14K ﹤0.01%
89
-33
1845
$7.13K ﹤0.01%
733
+204
1846
$7.12K ﹤0.01%
247
1847
$7.11K ﹤0.01%
52
-4
1848
$7.08K ﹤0.01%
1,691
+782
1849
$7.07K ﹤0.01%
407
1850
$7.03K ﹤0.01%
39
+26
72 73
74
75 76