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
1076
$5K ﹤0.01%
90
1077
$5K ﹤0.01%
35
1078
$5K ﹤0.01%
46
1079
$5K ﹤0.01%
142
1080
$5K ﹤0.01%
334
-113
1081
$5K ﹤0.01%
304
-86
1082
$4K ﹤0.01%
139
1083
$4K ﹤0.01%
93
1084
$4K ﹤0.01%
225
1085
$4K ﹤0.01%
159
1086
$4K ﹤0.01%
360
1087
$4K ﹤0.01%
59
1088
$4K ﹤0.01%
+648
1089
$4K ﹤0.01%
76
1090
$4K ﹤0.01%
54
1091
$4K ﹤0.01%
170
1092
$4K ﹤0.01%
949
1093
$4K ﹤0.01%
191
1094
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40
1095
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15
1096
$4K ﹤0.01%
14
+8
1097
$4K ﹤0.01%
89
1098
$4K ﹤0.01%
63
1099
$4K ﹤0.01%
112
+62
1100
$4K ﹤0.01%
179
42 43
44
45 46