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
2176
$3.3K ﹤0.01%
+290
2177
$3.3K ﹤0.01%
87
-104
2178
$3.3K ﹤0.01%
471
-188
2179
$3.3K ﹤0.01%
38
2180
$3.29K ﹤0.01%
634
2181
$3.28K ﹤0.01%
47
+13
2182
$3.27K ﹤0.01%
84
2183
$3.25K ﹤0.01%
253
+2
2184
$3.24K ﹤0.01%
200
2185
$3.24K ﹤0.01%
+69
2186
$3.23K ﹤0.01%
531
2187
$3.23K ﹤0.01%
221
+104
2188
$3.2K ﹤0.01%
+1,013
2189
$3.19K ﹤0.01%
129
+103
2190
$3.19K ﹤0.01%
123
-126
2191
$3.19K ﹤0.01%
216
2192
$3.18K ﹤0.01%
+80
2193
$3.18K ﹤0.01%
74
2194
$3.17K ﹤0.01%
50
+3
2195
$3.17K ﹤0.01%
358
-233
2196
$3.17K ﹤0.01%
623
+197
2197
$3.16K ﹤0.01%
473
+336
2198
$3.15K ﹤0.01%
34
2199
$3.15K ﹤0.01%
95
+40
2200
$3.15K ﹤0.01%
493
+50
86 87
88
89 90