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
2451
$1.29K ﹤0.01%
49
+14
2452
$1.28K ﹤0.01%
98
2453
$1.28K ﹤0.01%
27
2454
$1.28K ﹤0.01%
14
-10
2455
$1.25K ﹤0.01%
55
2456
$1.25K ﹤0.01%
71
-574
2457
$1.24K ﹤0.01%
120
+43
2458
$1.24K ﹤0.01%
+31
2459
$1.23K ﹤0.01%
212
-1,212
2460
$1.22K ﹤0.01%
200
-716
2461
$1.22K ﹤0.01%
109
2462
$1.21K ﹤0.01%
106
2463
$1.21K ﹤0.01%
16
-33
2464
$1.2K ﹤0.01%
85
+40
2465
$1.2K ﹤0.01%
189
2466
$1.18K ﹤0.01%
43
+8
2467
$1.17K ﹤0.01%
+51
2468
$1.17K ﹤0.01%
63
-5
2469
$1.16K ﹤0.01%
58
2470
$1.16K ﹤0.01%
69
+30
2471
$1.15K ﹤0.01%
18
-233
2472
$1.15K ﹤0.01%
47
-24
2473
$1.14K ﹤0.01%
27
-11
2474
$1.14K ﹤0.01%
50
2475
$1.13K ﹤0.01%
101
-41
97 98
99
100 101