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
1976
$5.46K ﹤0.01%
31
1977
$5.45K ﹤0.01%
50
+14
1978
$5.45K ﹤0.01%
310
1979
$5.45K ﹤0.01%
160
+19
1980
$5.38K ﹤0.01%
911
1981
$5.37K ﹤0.01%
+772
1982
$5.37K ﹤0.01%
128
+12
1983
$5.36K ﹤0.01%
188
+16
1984
$5.35K ﹤0.01%
269
-122
1985
$5.34K ﹤0.01%
137
-204
1986
$5.34K ﹤0.01%
319
+28
1987
$5.32K ﹤0.01%
98
+8
1988
$5.32K ﹤0.01%
207
-84
1989
$5.3K ﹤0.01%
40
+2
1990
$5.29K ﹤0.01%
382
-22
1991
$5.29K ﹤0.01%
335
-284
1992
$5.26K ﹤0.01%
113
-165
1993
$5.24K ﹤0.01%
+100
1994
$5.24K ﹤0.01%
95
+79
1995
$5.23K ﹤0.01%
27
-46
1996
$5.21K ﹤0.01%
3,255
1997
$5.2K ﹤0.01%
277
+112
1998
$5.18K ﹤0.01%
+39
1999
$5.18K ﹤0.01%
101
2000
$5.17K ﹤0.01%
297
-147
78 79
80
81 82