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
2226
$2.94K ﹤0.01%
75
2227
$2.94K ﹤0.01%
2,072
+220
2228
$2.94K ﹤0.01%
31
-2
2229
$2.93K ﹤0.01%
745
-1,929
2230
$2.91K ﹤0.01%
135
-18
2231
$2.91K ﹤0.01%
26
-37
2232
$2.9K ﹤0.01%
269
-107
2233
$2.89K ﹤0.01%
24
+5
2234
$2.89K ﹤0.01%
55
-48
2235
$2.88K ﹤0.01%
63
-9
2236
$2.85K ﹤0.01%
97
-18
2237
$2.85K ﹤0.01%
107
-155
2238
$2.85K ﹤0.01%
567
+71
2239
$2.85K ﹤0.01%
204
+129
2240
$2.81K ﹤0.01%
612
2241
$2.81K ﹤0.01%
147
+24
2242
$2.78K ﹤0.01%
140
2243
$2.78K ﹤0.01%
177
+20
2244
$2.78K ﹤0.01%
218
2245
$2.78K ﹤0.01%
540
+390
2246
$2.77K ﹤0.01%
33
-27
2247
$2.77K ﹤0.01%
141
+94
2248
$2.74K ﹤0.01%
26
-24
2249
$2.74K ﹤0.01%
391
-95
2250
$2.73K ﹤0.01%
240
-63
88 89
90
91 92