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
2051
$4.56K ﹤0.01%
1,020
-531
2052
$4.55K ﹤0.01%
88
2053
$4.52K ﹤0.01%
330
2054
$4.48K ﹤0.01%
318
-85
2055
$4.48K ﹤0.01%
86
+5
2056
$4.46K ﹤0.01%
219
+98
2057
$4.46K ﹤0.01%
106
-44
2058
$4.41K ﹤0.01%
44
-9
2059
$4.41K ﹤0.01%
109
2060
$4.4K ﹤0.01%
400
2061
$4.39K ﹤0.01%
47
-35
2062
$4.39K ﹤0.01%
109
-94
2063
$4.38K ﹤0.01%
47
-10
2064
$4.38K ﹤0.01%
18
2065
$4.38K ﹤0.01%
309
2066
$4.37K ﹤0.01%
77
+21
2067
$4.33K ﹤0.01%
251
2068
$4.32K ﹤0.01%
772
+225
2069
$4.32K ﹤0.01%
8
+1
2070
$4.3K ﹤0.01%
1,384
-214
2071
$4.3K ﹤0.01%
621
-141
2072
$4.29K ﹤0.01%
149
-43
2073
$4.29K ﹤0.01%
133
+88
2074
$4.25K ﹤0.01%
511
-77
2075
$4.25K ﹤0.01%
220
-92
81 82
83
84 85