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
851
$11K ﹤0.01%
2,192
852
$11K ﹤0.01%
72
853
$11K ﹤0.01%
136
854
$11K ﹤0.01%
148
855
$11K ﹤0.01%
248
856
$11K ﹤0.01%
292
857
$11K ﹤0.01%
+460
858
$11K ﹤0.01%
188
859
$11K ﹤0.01%
+1,000
860
$11K ﹤0.01%
9,500
+7,000
861
$11K ﹤0.01%
233
-140
862
$11K ﹤0.01%
106
863
$11K ﹤0.01%
300
-40
864
$11K ﹤0.01%
1,054
+733
865
$11K ﹤0.01%
100
866
$11K ﹤0.01%
1,035
-235
867
$11K ﹤0.01%
129
868
$11K ﹤0.01%
+250
869
$11K ﹤0.01%
381
870
$11K ﹤0.01%
271
+7
871
$11K ﹤0.01%
1,800
872
$11K ﹤0.01%
1,119
+295
873
$11K ﹤0.01%
670
+110
874
$11K ﹤0.01%
208
875
$11K ﹤0.01%
406
33 34
35
36 37