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
1001
$6K ﹤0.01%
393
1002
$6K ﹤0.01%
85
-1
1003
$6K ﹤0.01%
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1004
$6K ﹤0.01%
138
1005
$6K ﹤0.01%
22
1006
$6K ﹤0.01%
70
1007
$6K ﹤0.01%
123
-52
1008
$6K ﹤0.01%
66
1009
$6K ﹤0.01%
+1,581
1010
$6K ﹤0.01%
108
1011
$6K ﹤0.01%
420
1012
$6K ﹤0.01%
480
1013
$6K ﹤0.01%
44
1014
$6K ﹤0.01%
45
1015
$6K ﹤0.01%
393
1016
$6K ﹤0.01%
70
1017
$6K ﹤0.01%
136
1018
$6K ﹤0.01%
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1019
$6K ﹤0.01%
+1,894
1020
$6K ﹤0.01%
159
1021
$6K ﹤0.01%
+300
1022
$6K ﹤0.01%
122
-661
1023
$6K ﹤0.01%
55
+8
1024
$6K ﹤0.01%
494
1025
$6K ﹤0.01%
265
39 40
41
42 43