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
1026
$6K ﹤0.01%
393
1027
$6K ﹤0.01%
85
-1
1028
$6K ﹤0.01%
138
1029
$6K ﹤0.01%
22
1030
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70
1031
$6K ﹤0.01%
123
-52
1032
$6K ﹤0.01%
150
1033
$6K ﹤0.01%
167
1034
$6K ﹤0.01%
160
1035
$6K ﹤0.01%
66
1036
$6K ﹤0.01%
420
1037
$6K ﹤0.01%
480
1038
$6K ﹤0.01%
44
1039
$6K ﹤0.01%
45
1040
$6K ﹤0.01%
393
1041
$6K ﹤0.01%
70
1042
$6K ﹤0.01%
136
1043
$5K ﹤0.01%
372
+222
1044
$5K ﹤0.01%
444
1045
$5K ﹤0.01%
95
+65
1046
$5K ﹤0.01%
148
1047
$5K ﹤0.01%
150
1048
$5K ﹤0.01%
71
1049
$5K ﹤0.01%
+36
1050
$5K ﹤0.01%
304
-86
40 41
42
43 44