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
$259M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$479K
3
+$406K
4
TSLA icon
Tesla
TSLA
+$308K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$255K

Top Sells

1
+$1.47M
2
+$820K
3
+$730K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$722K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$523K

Sector Composition

1 Technology 8.25%
2 Financials 7.44%
3 Healthcare 4.71%
4 Communication Services 2.97%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$68K 0.03%
+3,700
327
$67K 0.03%
20
-1
328
$67K 0.03%
462
-58
329
$67K 0.03%
2,425
+450
330
$67K 0.03%
3,345
+297
331
$67K 0.03%
970
332
$67K 0.03%
726
+122
333
$66K 0.03%
989
+93
334
$66K 0.03%
2,523
+87
335
$66K 0.03%
682
336
$66K 0.03%
5,396
+189
337
$66K 0.03%
3,360
+1,437
338
$65K 0.03%
413
-90
339
$65K 0.03%
913
+95
340
$65K 0.03%
3,504
341
$65K 0.03%
+3,633
342
$65K 0.03%
756
+26
343
$65K 0.03%
654
+22
344
$64K 0.02%
5,536
+1,450
345
$64K 0.02%
660
+304
346
$62K 0.02%
8,449
+535
347
$62K 0.02%
5,419
348
$62K 0.02%
653
349
$62K 0.02%
2,123
+93
350
$61K 0.02%
305
12 13
14
15 16