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
2151
$3.54K ﹤0.01%
38
2152
$3.54K ﹤0.01%
251
2153
$3.52K ﹤0.01%
115
+1
2154
$3.51K ﹤0.01%
100
2155
$3.5K ﹤0.01%
361
-871
2156
$3.48K ﹤0.01%
163
-208
2157
$3.48K ﹤0.01%
152
-35
2158
$3.48K ﹤0.01%
42
2159
$3.47K ﹤0.01%
125
+18
2160
$3.45K ﹤0.01%
103
-220
2161
$3.45K ﹤0.01%
9
2162
$3.44K ﹤0.01%
67
2163
$3.44K ﹤0.01%
133
+5
2164
$3.43K ﹤0.01%
76
+13
2165
$3.42K ﹤0.01%
76
+27
2166
$3.4K ﹤0.01%
257
-449
2167
$3.4K ﹤0.01%
106
+14
2168
$3.38K ﹤0.01%
17
2169
$3.36K ﹤0.01%
81
-383
2170
$3.35K ﹤0.01%
972
+775
2171
$3.34K ﹤0.01%
144
+76
2172
$3.34K ﹤0.01%
451
-278
2173
$3.33K ﹤0.01%
676
-870
2174
$3.32K ﹤0.01%
357
2175
$3.32K ﹤0.01%
163
-44
85 86
87
88 89