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
951
$8K ﹤0.01%
1,089
-3,269
952
$8K ﹤0.01%
+238
953
$8K ﹤0.01%
97
954
$8K ﹤0.01%
145
955
$8K ﹤0.01%
319
-1,010
956
$8K ﹤0.01%
258
957
$8K ﹤0.01%
292
958
$8K ﹤0.01%
119
959
$8K ﹤0.01%
185
+39
960
$8K ﹤0.01%
233
961
$8K ﹤0.01%
250
962
$8K ﹤0.01%
151
963
$8K ﹤0.01%
281
964
$8K ﹤0.01%
20
965
$8K ﹤0.01%
342
+109
966
$8K ﹤0.01%
209
967
$8K ﹤0.01%
987
-1,898
968
$8K ﹤0.01%
278
969
$8K ﹤0.01%
71
970
$8K ﹤0.01%
327
-62
971
$8K ﹤0.01%
2,268
972
$8K ﹤0.01%
228
973
$7K ﹤0.01%
316
+163
974
$7K ﹤0.01%
72
975
$7K ﹤0.01%
255
37 38
39
40 41