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
2276
$2.5K ﹤0.01%
40
2277
$2.49K ﹤0.01%
912
+167
2278
$2.48K ﹤0.01%
41
+7
2279
$2.48K ﹤0.01%
100
-1
2280
$2.46K ﹤0.01%
+201
2281
$2.46K ﹤0.01%
49
-3
2282
$2.45K ﹤0.01%
205
+132
2283
$2.45K ﹤0.01%
169
+16
2284
$2.42K ﹤0.01%
+219
2285
$2.4K ﹤0.01%
96
-22
2286
$2.4K ﹤0.01%
29
2287
$2.4K ﹤0.01%
392
+106
2288
$2.39K ﹤0.01%
44
2289
$2.38K ﹤0.01%
62
2290
$2.37K ﹤0.01%
98
-2
2291
$2.36K ﹤0.01%
361
-61
2292
$2.35K ﹤0.01%
50
+18
2293
$2.34K ﹤0.01%
170
+26
2294
$2.34K ﹤0.01%
+491
2295
$2.33K ﹤0.01%
172
+64
2296
$2.33K ﹤0.01%
343
2297
$2.32K ﹤0.01%
26
+17
2298
$2.32K ﹤0.01%
22
+4
2299
$2.31K ﹤0.01%
+391
2300
$2.31K ﹤0.01%
21
-4
90 91
92
93 94