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
2326
$2.09K ﹤0.01%
27
-8
2327
$2.09K ﹤0.01%
125
2328
$2.09K ﹤0.01%
77
2329
$2.09K ﹤0.01%
175
+144
2330
$2.08K ﹤0.01%
+169
2331
$2.08K ﹤0.01%
46
-30
2332
$2.07K ﹤0.01%
90
-44
2333
$2.07K ﹤0.01%
45
+8
2334
$2.06K ﹤0.01%
91
2335
$2.03K ﹤0.01%
27
-6
2336
$2.03K ﹤0.01%
51
2337
$2.03K ﹤0.01%
29
-11
2338
$2.03K ﹤0.01%
20
2339
$2.03K ﹤0.01%
55
2340
$2.03K ﹤0.01%
31
-9
2341
$2.02K ﹤0.01%
52
-77
2342
$2.01K ﹤0.01%
33
2343
$2.01K ﹤0.01%
138
-118
2344
$2K ﹤0.01%
123
-109
2345
$1.99K ﹤0.01%
16
+12
2346
$1.99K ﹤0.01%
+60
2347
$1.99K ﹤0.01%
7
2348
$1.98K ﹤0.01%
14
+2
2349
$1.97K ﹤0.01%
107
+64
2350
$1.96K ﹤0.01%
67
+43
92 93
94
95 96