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
1951
$5.87K ﹤0.01%
176
1952
$5.84K ﹤0.01%
+181
1953
$5.83K ﹤0.01%
388
1954
$5.82K ﹤0.01%
633
1955
$5.78K ﹤0.01%
218
-89
1956
$5.75K ﹤0.01%
50
1957
$5.73K ﹤0.01%
133
1958
$5.7K ﹤0.01%
228
-457
1959
$5.7K ﹤0.01%
24
+18
1960
$5.69K ﹤0.01%
179
+141
1961
$5.69K ﹤0.01%
347
+203
1962
$5.67K ﹤0.01%
501
1963
$5.66K ﹤0.01%
28
+2
1964
$5.66K ﹤0.01%
136
1965
$5.64K ﹤0.01%
189
+72
1966
$5.64K ﹤0.01%
+120
1967
$5.63K ﹤0.01%
103
+37
1968
$5.61K ﹤0.01%
165
+10
1969
$5.58K ﹤0.01%
159
1970
$5.53K ﹤0.01%
169
-168
1971
$5.52K ﹤0.01%
423
+41
1972
$5.51K ﹤0.01%
59
+21
1973
$5.49K ﹤0.01%
23
-4
1974
$5.47K ﹤0.01%
+367
1975
$5.46K ﹤0.01%
113
+45
77 78
79
80 81