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
876
$11K ﹤0.01%
493
877
$11K ﹤0.01%
569
878
$11K ﹤0.01%
117
879
$11K ﹤0.01%
561
880
$11K ﹤0.01%
352
881
$11K ﹤0.01%
282
882
$11K ﹤0.01%
201
883
$11K ﹤0.01%
326
884
$11K ﹤0.01%
248
885
$10K ﹤0.01%
319
886
$10K ﹤0.01%
416
887
$10K ﹤0.01%
279
888
$10K ﹤0.01%
365
889
$10K ﹤0.01%
117
890
$10K ﹤0.01%
288
891
$10K ﹤0.01%
441
892
$10K ﹤0.01%
+866
893
$10K ﹤0.01%
179
894
$10K ﹤0.01%
228
895
$10K ﹤0.01%
481
896
$10K ﹤0.01%
48
-17
897
$10K ﹤0.01%
1,913
+451
898
$10K ﹤0.01%
274
+49
899
$10K ﹤0.01%
819
+336
900
$10K ﹤0.01%
344
34 35
36
37 38