LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
2376
$1.81K ﹤0.01%
140
-87
2377
$1.8K ﹤0.01%
48
-103
2378
$1.8K ﹤0.01%
133
-72
2379
$1.8K ﹤0.01%
196
2380
$1.8K ﹤0.01%
80
2381
$1.8K ﹤0.01%
6
2382
$1.79K ﹤0.01%
359
+100
2383
$1.79K ﹤0.01%
68
2384
$1.79K ﹤0.01%
87
-176
2385
$1.78K ﹤0.01%
118
-56
2386
$1.77K ﹤0.01%
208
2387
$1.77K ﹤0.01%
+47
2388
$1.76K ﹤0.01%
104
-104
2389
$1.74K ﹤0.01%
55
-25
2390
$1.74K ﹤0.01%
89
-118
2391
$1.73K ﹤0.01%
+151
2392
$1.73K ﹤0.01%
11
2393
$1.73K ﹤0.01%
29
2394
$1.72K ﹤0.01%
58
2395
$1.72K ﹤0.01%
103
-758
2396
$1.72K ﹤0.01%
27
2397
$1.72K ﹤0.01%
64
-164
2398
$1.71K ﹤0.01%
100
-96
2399
$1.7K ﹤0.01%
18
2400
$1.7K ﹤0.01%
181
-12
94 95
96
97 98