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
2301
$2.31K ﹤0.01%
100
2302
$2.28K ﹤0.01%
206
+4
2303
$2.28K ﹤0.01%
13
2304
$2.26K ﹤0.01%
96
-65
2305
$2.26K ﹤0.01%
102
2306
$2.24K ﹤0.01%
+301
2307
$2.23K ﹤0.01%
279
+52
2308
$2.22K ﹤0.01%
88
2309
$2.21K ﹤0.01%
214
-79
2310
$2.2K ﹤0.01%
291
-1,213
2311
$2.2K ﹤0.01%
36
2312
$2.19K ﹤0.01%
62
+39
2313
$2.19K ﹤0.01%
53
-154
2314
$2.17K ﹤0.01%
227
2315
$2.17K ﹤0.01%
+20
2316
$2.17K ﹤0.01%
13
2317
$2.16K ﹤0.01%
48
2318
$2.16K ﹤0.01%
105
-139
2319
$2.15K ﹤0.01%
43
-121
2320
$2.14K ﹤0.01%
55
-12
2321
$2.13K ﹤0.01%
124
2322
$2.11K ﹤0.01%
1,200
2323
$2.11K ﹤0.01%
62
2324
$2.11K ﹤0.01%
114
-103
2325
$2.1K ﹤0.01%
81
+19
91 92
93
94 95