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
951
$8K ﹤0.01%
250
952
$8K ﹤0.01%
151
953
$8K ﹤0.01%
327
-62
954
$8K ﹤0.01%
2,268
955
$8K ﹤0.01%
228
956
$8K ﹤0.01%
305
957
$8K ﹤0.01%
284
958
$8K ﹤0.01%
105
-1
959
$8K ﹤0.01%
32
960
$8K ﹤0.01%
281
961
$8K ﹤0.01%
1,782
+602
962
$8K ﹤0.01%
149
963
$8K ﹤0.01%
59
964
$8K ﹤0.01%
276
965
$8K ﹤0.01%
1,089
-3,269
966
$8K ﹤0.01%
+238
967
$8K ﹤0.01%
292
968
$8K ﹤0.01%
119
969
$8K ﹤0.01%
342
+109
970
$8K ﹤0.01%
209
971
$8K ﹤0.01%
987
-1,898
972
$8K ﹤0.01%
278
973
$7K ﹤0.01%
317
974
$7K ﹤0.01%
170
975
$7K ﹤0.01%
570
-145
37 38
39
40 41