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
2026
$4.81K ﹤0.01%
43
+11
2027
$4.79K ﹤0.01%
272
+260
2028
$4.76K ﹤0.01%
+1,182
2029
$4.76K ﹤0.01%
148
-8
2030
$4.75K ﹤0.01%
1,180
+122
2031
$4.75K ﹤0.01%
131
-25
2032
$4.75K ﹤0.01%
15
+4
2033
$4.75K ﹤0.01%
83
-7
2034
$4.74K ﹤0.01%
689
+421
2035
$4.74K ﹤0.01%
110
+78
2036
$4.73K ﹤0.01%
235
-332
2037
$4.71K ﹤0.01%
28
+12
2038
$4.69K ﹤0.01%
418
2039
$4.68K ﹤0.01%
710
+73
2040
$4.66K ﹤0.01%
371
2041
$4.65K ﹤0.01%
80
-14
2042
$4.63K ﹤0.01%
200
2043
$4.61K ﹤0.01%
22
-14
2044
$4.61K ﹤0.01%
4,847
+237
2045
$4.59K ﹤0.01%
139
2046
$4.59K ﹤0.01%
161
2047
$4.58K ﹤0.01%
145
-12
2048
$4.58K ﹤0.01%
68
2049
$4.57K ﹤0.01%
210
-374
2050
$4.57K ﹤0.01%
46
-2
80 81
82
83 84