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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%
1,054
+733
878
$11K ﹤0.01%
100
879
$11K ﹤0.01%
1,035
-235
880
$11K ﹤0.01%
129
881
$11K ﹤0.01%
292
882
$11K ﹤0.01%
569
883
$11K ﹤0.01%
271
+7
884
$11K ﹤0.01%
117
885
$10K ﹤0.01%
416
886
$10K ﹤0.01%
279
887
$10K ﹤0.01%
179
888
$10K ﹤0.01%
319
889
$10K ﹤0.01%
624
890
$10K ﹤0.01%
589
891
$10K ﹤0.01%
481
892
$10K ﹤0.01%
313
893
$10K ﹤0.01%
275
-187
894
$10K ﹤0.01%
108
895
$10K ﹤0.01%
1,012
-65
896
$10K ﹤0.01%
284
897
$10K ﹤0.01%
115
898
$10K ﹤0.01%
+610
899
$10K ﹤0.01%
284
900
$10K ﹤0.01%
202
34 35
36
37 38