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
2351
$1.96K ﹤0.01%
475
-152
2352
$1.95K ﹤0.01%
67
-247
2353
$1.94K ﹤0.01%
75
2354
$1.94K ﹤0.01%
+319
2355
$1.94K ﹤0.01%
126
+34
2356
$1.94K ﹤0.01%
122
-31
2357
$1.94K ﹤0.01%
181
+42
2358
$1.93K ﹤0.01%
148
-44
2359
$1.93K ﹤0.01%
113
+86
2360
$1.91K ﹤0.01%
106
-105
2361
$1.91K ﹤0.01%
+40
2362
$1.91K ﹤0.01%
60
-35
2363
$1.89K ﹤0.01%
300
+202
2364
$1.88K ﹤0.01%
84
-37
2365
$1.88K ﹤0.01%
184
-192
2366
$1.86K ﹤0.01%
+161
2367
$1.86K ﹤0.01%
+51
2368
$1.86K ﹤0.01%
50
-73
2369
$1.86K ﹤0.01%
91
-31
2370
$1.85K ﹤0.01%
14
2371
$1.83K ﹤0.01%
261
-450
2372
$1.83K ﹤0.01%
60
-26
2373
$1.82K ﹤0.01%
201
-49
2374
$1.82K ﹤0.01%
327
+255
2375
$1.81K ﹤0.01%
21
-21
93 94
95
96 97