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
2251
$2.73K ﹤0.01%
108
-109
2252
$2.72K ﹤0.01%
1,111
2253
$2.71K ﹤0.01%
34
2254
$2.71K ﹤0.01%
62
2255
$2.69K ﹤0.01%
29
2256
$2.69K ﹤0.01%
293
-199
2257
$2.69K ﹤0.01%
262
+48
2258
$2.68K ﹤0.01%
87
+72
2259
$2.68K ﹤0.01%
90
+78
2260
$2.68K ﹤0.01%
21
2261
$2.67K ﹤0.01%
28
-26
2262
$2.63K ﹤0.01%
43
2263
$2.63K ﹤0.01%
131
+21
2264
$2.62K ﹤0.01%
25
2265
$2.6K ﹤0.01%
712
-1,376
2266
$2.59K ﹤0.01%
83
+17
2267
$2.58K ﹤0.01%
111
-323
2268
$2.57K ﹤0.01%
399
-1,024
2269
$2.57K ﹤0.01%
62
-9
2270
$2.56K ﹤0.01%
101
-18
2271
$2.55K ﹤0.01%
40
+8
2272
$2.55K ﹤0.01%
346
-354
2273
$2.55K ﹤0.01%
740
-1,076
2274
$2.53K ﹤0.01%
50
2275
$2.52K ﹤0.01%
89
+6
89 90
91
92 93