We are live on ! Find out more
LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$950K
3
+$673K
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$653K
5
OIH icon
VanEck Oil Services ETF
OIH
+$522K

Top Sells

1
+$13.4M
2
+$4.59M
3
+$4.36M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
VT icon
Vanguard Total World Stock ETF
VT
+$996K

Sector Composition

1 Financials 16.61%
2 Technology 13.07%
3 Communication Services 4.45%
4 Consumer Discretionary 4.08%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$31K 0.01%
74
+11
627
$31K 0.01%
258
628
$31K 0.01%
215
-7
629
$30K 0.01%
560
630
$30K 0.01%
603
631
$30K 0.01%
137
+3
632
$30K 0.01%
210
-10
633
$30K 0.01%
893
+104
634
$30K 0.01%
141
635
$30K 0.01%
249
+42
636
$30K 0.01%
511
+63
637
$30K 0.01%
220
+66
638
$30K 0.01%
100
+8
639
$30K 0.01%
69
640
$30K 0.01%
458
641
$30K 0.01%
599
-512
642
$29K 0.01%
254
+10
643
$29K 0.01%
173
-8
644
$29K 0.01%
2,072
+33
645
$29K 0.01%
251
+29
646
$29K 0.01%
293
-6
647
$29K 0.01%
713
648
$29K 0.01%
142
-47
649
$29K 0.01%
3,011
650
$29K 0.01%
198
24 25
26
27 28