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
676
$27K 0.01%
1,149
677
$27K 0.01%
175
678
$27K 0.01%
415
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679
$26K 0.01%
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680
$26K 0.01%
+1,000
681
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682
$26K 0.01%
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683
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684
$26K 0.01%
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685
$26K 0.01%
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686
$26K 0.01%
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687
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688
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689
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690
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691
$26K 0.01%
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693
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294
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213
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570
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699
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341
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700
$25K 0.01%
311
26 27
28
29 30