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
826
$13K 0.01%
402
+84
827
$13K 0.01%
478
828
$13K 0.01%
121
829
$13K 0.01%
126
830
$13K 0.01%
1,483
-654
831
$13K 0.01%
1,361
-309
832
$12K ﹤0.01%
147
+31
833
$12K ﹤0.01%
375
834
$12K ﹤0.01%
262
+47
835
$12K ﹤0.01%
941
836
$12K ﹤0.01%
1,000
837
$12K ﹤0.01%
929
838
$12K ﹤0.01%
745
839
$12K ﹤0.01%
315
840
$12K ﹤0.01%
1,318
841
$12K ﹤0.01%
332
+119
842
$12K ﹤0.01%
1,308
843
$12K ﹤0.01%
134
844
$12K ﹤0.01%
320
845
$12K ﹤0.01%
887
846
$12K ﹤0.01%
138
847
$12K ﹤0.01%
25
848
$12K ﹤0.01%
163
849
$12K ﹤0.01%
461
850
$12K ﹤0.01%
249
32 33
34
35 36