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
1926
$6.13K ﹤0.01%
173
+158
1927
$6.13K ﹤0.01%
706
-237
1928
$6.11K ﹤0.01%
363
-24
1929
$6.11K ﹤0.01%
31
+2
1930
$6.09K ﹤0.01%
145
1931
$6.08K ﹤0.01%
199
1932
$6.07K ﹤0.01%
200
-154
1933
$6.04K ﹤0.01%
78
-4
1934
$6.04K ﹤0.01%
174
1935
$6.02K ﹤0.01%
154
1936
$6.02K ﹤0.01%
188
+2
1937
$6.01K ﹤0.01%
37
-58
1938
$6K ﹤0.01%
2,152
-2,256
1939
$5.98K ﹤0.01%
73
-11
1940
$5.96K ﹤0.01%
+500
1941
$5.95K ﹤0.01%
100
+98
1942
$5.95K ﹤0.01%
262
+169
1943
$5.92K ﹤0.01%
26
+17
1944
$5.91K ﹤0.01%
272
-75
1945
$5.91K ﹤0.01%
81
-150
1946
$5.89K ﹤0.01%
357
1947
$5.89K ﹤0.01%
351
-80
1948
$5.89K ﹤0.01%
121
+1
1949
$5.88K ﹤0.01%
42
1950
$5.88K ﹤0.01%
231
+102
76 77
78
79 80