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
376
$56K 0.02%
2,223
377
$56K 0.02%
730
378
$56K 0.02%
335
379
$56K 0.02%
9,191
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380
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381
$56K 0.02%
648
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382
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902
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383
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384
$56K 0.02%
325
385
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386
$55K 0.02%
648
387
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505
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$55K 0.02%
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389
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958
390
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936
391
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392
$54K 0.02%
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393
$54K 0.02%
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394
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397
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7,235
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398
$54K 0.02%
986
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399
$53K 0.02%
465
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400
$53K 0.02%
706
14 15
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