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
2076
$4.23K ﹤0.01%
159
2077
$4.23K ﹤0.01%
288
2078
$4.22K ﹤0.01%
241
-45
2079
$4.22K ﹤0.01%
26
2080
$4.21K ﹤0.01%
87
+13
2081
$4.2K ﹤0.01%
77
-5
2082
$4.2K ﹤0.01%
12
-97
2083
$4.2K ﹤0.01%
12,000
2084
$4.19K ﹤0.01%
690
2085
$4.18K ﹤0.01%
200
2086
$4.16K ﹤0.01%
694
+207
2087
$4.16K ﹤0.01%
56
+4
2088
$4.15K ﹤0.01%
+170
2089
$4.14K ﹤0.01%
505
2090
$4.14K ﹤0.01%
151
+3
2091
$4.11K ﹤0.01%
5
-4
2092
$4.11K ﹤0.01%
141
+7
2093
$4.06K ﹤0.01%
321
2094
$4.06K ﹤0.01%
159
-29
2095
$4.05K ﹤0.01%
113
-210
2096
$4.05K ﹤0.01%
+200
2097
$4.04K ﹤0.01%
72
2098
$4.03K ﹤0.01%
81
2099
$4.02K ﹤0.01%
78
-139
2100
$4.01K ﹤0.01%
277
+221
82 83
84
85 86