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
1876
$6.7K ﹤0.01%
241
+25
1877
$6.68K ﹤0.01%
+500
1878
$6.68K ﹤0.01%
952
+223
1879
$6.67K ﹤0.01%
359
-103
1880
$6.66K ﹤0.01%
308
+88
1881
$6.63K ﹤0.01%
977
-538
1882
$6.62K ﹤0.01%
547
1883
$6.62K ﹤0.01%
218
-47
1884
$6.62K ﹤0.01%
37
-73
1885
$6.61K ﹤0.01%
590
+41
1886
$6.6K ﹤0.01%
86
-33
1887
$6.6K ﹤0.01%
126
1888
$6.6K ﹤0.01%
83
1889
$6.59K ﹤0.01%
202
-88
1890
$6.57K ﹤0.01%
+75
1891
$6.56K ﹤0.01%
113
+24
1892
$6.56K ﹤0.01%
415
-249
1893
$6.54K ﹤0.01%
41
+13
1894
$6.52K ﹤0.01%
140
1895
$6.51K ﹤0.01%
1,049
+105
1896
$6.5K ﹤0.01%
544
+65
1897
$6.49K ﹤0.01%
137
+9
1898
$6.48K ﹤0.01%
160
-9
1899
$6.48K ﹤0.01%
234
+41
1900
$6.46K ﹤0.01%
80
74 75
76
77 78