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
2201
$3.13K ﹤0.01%
39
-91
2202
$3.13K ﹤0.01%
40
2203
$3.12K ﹤0.01%
27
-185
2204
$3.12K ﹤0.01%
1,835
-797
2205
$3.11K ﹤0.01%
64
+10
2206
$3.1K ﹤0.01%
229
-29
2207
$3.08K ﹤0.01%
122
-55
2208
$3.06K ﹤0.01%
94
+72
2209
$3.06K ﹤0.01%
125
2210
$3.06K ﹤0.01%
+185
2211
$3.06K ﹤0.01%
38
2212
$3.05K ﹤0.01%
500
2213
$3.05K ﹤0.01%
189
-270
2214
$3.04K ﹤0.01%
9
-37
2215
$3.03K ﹤0.01%
32
+22
2216
$3.02K ﹤0.01%
+60
2217
$3.02K ﹤0.01%
156
-353
2218
$3.02K ﹤0.01%
62
2219
$2.99K ﹤0.01%
131
+23
2220
$2.99K ﹤0.01%
233
+42
2221
$2.98K ﹤0.01%
+40
2222
$2.98K ﹤0.01%
301
-422
2223
$2.98K ﹤0.01%
68
2224
$2.97K ﹤0.01%
194
+68
2225
$2.96K ﹤0.01%
158
-567
87 88
89
90 91