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
2126
$3.82K ﹤0.01%
16
-27
2127
$3.82K ﹤0.01%
18
-13
2128
$3.8K ﹤0.01%
76
-44
2129
$3.79K ﹤0.01%
76
-4
2130
$3.77K ﹤0.01%
91
2131
$3.74K ﹤0.01%
89
+9
2132
$3.73K ﹤0.01%
133
-258
2133
$3.72K ﹤0.01%
+1,000
2134
$3.71K ﹤0.01%
653
-801
2135
$3.7K ﹤0.01%
57
-35
2136
$3.69K ﹤0.01%
15
-6
2137
$3.68K ﹤0.01%
119
+17
2138
$3.68K ﹤0.01%
265
-259
2139
$3.65K ﹤0.01%
128
2140
$3.63K ﹤0.01%
+313
2141
$3.62K ﹤0.01%
110
-9
2142
$3.62K ﹤0.01%
100
-200
2143
$3.61K ﹤0.01%
393
+79
2144
$3.6K ﹤0.01%
43
+15
2145
$3.58K ﹤0.01%
671
2146
$3.57K ﹤0.01%
169
-190
2147
$3.57K ﹤0.01%
25
2148
$3.56K ﹤0.01%
34
+15
2149
$3.56K ﹤0.01%
+187
2150
$3.55K ﹤0.01%
80
-76
84 85
86
87 88