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
$259M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$476K
3
+$402K
4
TSLA icon
Tesla
TSLA
+$322K
5
DRIP icon
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
+$318K

Top Sells

1
+$1.44M
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%
200
-300
827
$13K 0.01%
11,640
+2,000
828
$13K 0.01%
210
829
$13K 0.01%
245
830
$13K 0.01%
2,131
-119
831
$13K 0.01%
217
-28
832
$12K ﹤0.01%
1,000
833
$12K ﹤0.01%
929
834
$12K ﹤0.01%
745
835
$12K ﹤0.01%
163
836
$12K ﹤0.01%
249
837
$12K ﹤0.01%
147
+31
838
$12K ﹤0.01%
375
839
$12K ﹤0.01%
262
+47
840
$12K ﹤0.01%
941
841
$12K ﹤0.01%
315
842
$12K ﹤0.01%
332
+119
843
$12K ﹤0.01%
1,308
844
$12K ﹤0.01%
887
845
$12K ﹤0.01%
138
846
$12K ﹤0.01%
25
847
$12K ﹤0.01%
1,318
848
$12K ﹤0.01%
134
849
$12K ﹤0.01%
479
850
$12K ﹤0.01%
461
32 33
34
35 36