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
401
$53K 0.02%
1,625
+68
402
$53K 0.02%
336
+16
403
$53K 0.02%
+3,830
404
$53K 0.02%
4,525
+116
405
$53K 0.02%
1,017
+585
406
$53K 0.02%
1,296
+60
407
$53K 0.02%
840
+44
408
$53K 0.02%
+7,700
409
$53K 0.02%
318
-159
410
$52K 0.02%
223
-994
411
$52K 0.02%
4,514
412
$52K 0.02%
542
+23
413
$52K 0.02%
585
+26
414
$52K 0.02%
2,200
415
$52K 0.02%
3,010
+156
416
$51K 0.02%
478
417
$51K 0.02%
660
+38
418
$51K 0.02%
2,600
419
$51K 0.02%
434
+21
420
$51K 0.02%
349
+14
421
$51K 0.02%
359
+16
422
$51K 0.02%
274
423
$50K 0.02%
9,146
+2,156
424
$50K 0.02%
465
425
$50K 0.02%
1,267
15 16
17
18 19