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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
1026
$11K ﹤0.01%
65
-16
1027
$11K ﹤0.01%
317
1028
$11K ﹤0.01%
400
1029
$11K ﹤0.01%
500
+50
1030
$11K ﹤0.01%
205
1031
$11K ﹤0.01%
37
+32
1032
$11K ﹤0.01%
320
+270
1033
$11K ﹤0.01%
1,256
1034
$11K ﹤0.01%
700
-50
1035
$11K ﹤0.01%
202
1036
$11K ﹤0.01%
155
1037
$11K ﹤0.01%
450
1038
$11K ﹤0.01%
81
1039
$11K ﹤0.01%
720
1040
$11K ﹤0.01%
25
1041
$11K ﹤0.01%
+300
1042
$11K ﹤0.01%
460
1043
$10K ﹤0.01%
76
+24
1044
$10K ﹤0.01%
231
1045
$10K ﹤0.01%
570
+561
1046
$10K ﹤0.01%
168
+1
1047
$10K ﹤0.01%
1,759
+2
1048
$10K ﹤0.01%
499
1049
$10K ﹤0.01%
501
1050
$10K ﹤0.01%
217
+1
40 41
42
43 44