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
2426
$1.45K ﹤0.01%
250
-183
2427
$1.44K ﹤0.01%
+56
2428
$1.44K ﹤0.01%
+46
2429
$1.44K ﹤0.01%
92
2430
$1.43K ﹤0.01%
+50
2431
$1.42K ﹤0.01%
60
2432
$1.41K ﹤0.01%
500
-114
2433
$1.41K ﹤0.01%
46
+18
2434
$1.41K ﹤0.01%
121
+77
2435
$1.4K ﹤0.01%
+93
2436
$1.4K ﹤0.01%
164
-247
2437
$1.39K ﹤0.01%
48
2438
$1.38K ﹤0.01%
20
-54
2439
$1.38K ﹤0.01%
+33
2440
$1.37K ﹤0.01%
199
-83
2441
$1.37K ﹤0.01%
+359
2442
$1.36K ﹤0.01%
298
-1,236
2443
$1.35K ﹤0.01%
69
2444
$1.33K ﹤0.01%
+355
2445
$1.32K ﹤0.01%
90
-95
2446
$1.32K ﹤0.01%
127
-25
2447
$1.31K ﹤0.01%
91
2448
$1.31K ﹤0.01%
22
2449
$1.31K ﹤0.01%
34
-1
2450
$1.29K ﹤0.01%
58
-25
96 97
98
99 100