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
426
$50K 0.02%
3,000
427
$50K 0.02%
46
-18
428
$50K 0.02%
23,018
+3,557
429
$50K 0.02%
2,306
430
$49K 0.02%
710
431
$49K 0.02%
6,600
+1,838
432
$49K 0.02%
1,040
433
$49K 0.02%
810
434
$49K 0.02%
2,200
-800
435
$49K 0.02%
3,433
+1,433
436
$49K 0.02%
6,997
-482
437
$49K 0.02%
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438
$49K 0.02%
563
439
$49K 0.02%
228
440
$48K 0.02%
555
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441
$46K 0.02%
2,585
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442
$46K 0.02%
42
443
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444
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445
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710
446
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751
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447
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448
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588
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449
$46K 0.02%
224
450
$46K 0.02%
1,699
+70
16 17
18
19 20