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
1851
$7.02K ﹤0.01%
1,935
1852
$7.02K ﹤0.01%
3,879
-4,856
1853
$7.01K ﹤0.01%
188
1854
$7K ﹤0.01%
399
+4
1855
$7K ﹤0.01%
392
1856
$7K ﹤0.01%
128
1857
$7K ﹤0.01%
1,011
1858
$6.99K ﹤0.01%
1,246
+475
1859
$6.98K ﹤0.01%
117
1860
$6.94K ﹤0.01%
152
1861
$6.93K ﹤0.01%
247
1862
$6.91K ﹤0.01%
278
+26
1863
$6.9K ﹤0.01%
1,683
+209
1864
$6.89K ﹤0.01%
619
-191
1865
$6.88K ﹤0.01%
4,000
-2,000
1866
$6.87K ﹤0.01%
179
1867
$6.87K ﹤0.01%
84
+10
1868
$6.86K ﹤0.01%
717
-859
1869
$6.85K ﹤0.01%
120
1870
$6.84K ﹤0.01%
1,665
1871
$6.84K ﹤0.01%
369
+320
1872
$6.84K ﹤0.01%
171
-9
1873
$6.8K ﹤0.01%
66
-7
1874
$6.74K ﹤0.01%
366
-123
1875
$6.7K ﹤0.01%
59
-17
73 74
75
76 77