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
576
$30K 0.01%
874
577
$30K 0.01%
14,128
578
$30K 0.01%
30
579
$30K 0.01%
1,950
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580
$30K 0.01%
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581
$30K 0.01%
2,888
582
$30K 0.01%
3,000
583
$30K 0.01%
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584
$29K 0.01%
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585
$29K 0.01%
276
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586
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393
587
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532
588
$29K 0.01%
2,315
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589
$29K 0.01%
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590
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591
$29K 0.01%
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592
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593
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594
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595
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596
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230
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597
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598
$28K 0.01%
149
599
$28K 0.01%
245
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600
$28K 0.01%
225
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24
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