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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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$950K
3
+$673K
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$653K
5
OIH icon
VanEck Oil Services ETF
OIH
+$522K

Top Sells

1
+$13.4M
2
+$4.59M
3
+$4.36M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
VT icon
Vanguard Total World Stock ETF
VT
+$996K

Sector Composition

1 Financials 16.61%
2 Technology 13.07%
3 Communication Services 4.45%
4 Consumer Discretionary 4.08%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$13K ﹤0.01%
225
952
$13K ﹤0.01%
116
+27
953
$13K ﹤0.01%
900
954
$13K ﹤0.01%
+531
955
$13K ﹤0.01%
586
956
$13K ﹤0.01%
104
+4
957
$13K ﹤0.01%
109
958
$13K ﹤0.01%
201
-8
959
$13K ﹤0.01%
558
960
$13K ﹤0.01%
115
-222
961
$13K ﹤0.01%
85
962
$13K ﹤0.01%
+6
963
$13K ﹤0.01%
295
964
$13K ﹤0.01%
828
965
$13K ﹤0.01%
62
966
$12K ﹤0.01%
18
967
$12K ﹤0.01%
61
-2
968
$12K ﹤0.01%
713
969
$12K ﹤0.01%
89
970
$12K ﹤0.01%
3
+1
971
$12K ﹤0.01%
387
972
$12K ﹤0.01%
239
973
$12K ﹤0.01%
630
+42
974
$12K ﹤0.01%
1,345
975
$12K ﹤0.01%
3,541
+197
37 38
39
40 41