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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
$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
1101
$4K ﹤0.01%
15
1102
$4K ﹤0.01%
14
+8
1103
$4K ﹤0.01%
89
1104
$4K ﹤0.01%
179
1105
$4K ﹤0.01%
34
1106
$4K ﹤0.01%
34
1107
$4K ﹤0.01%
74
1108
$4K ﹤0.01%
+700
1109
$4K ﹤0.01%
55
1110
$4K ﹤0.01%
56
1111
$4K ﹤0.01%
174
1112
$4K ﹤0.01%
127
1113
$4K ﹤0.01%
63
1114
$4K ﹤0.01%
105
+61
1115
$4K ﹤0.01%
164
-217
1116
$4K ﹤0.01%
72
-38
1117
$4K ﹤0.01%
9
1118
$4K ﹤0.01%
53
-25
1119
$4K ﹤0.01%
111
1120
$4K ﹤0.01%
+33
1121
$4K ﹤0.01%
75
1122
$4K ﹤0.01%
8
-2
1123
$4K ﹤0.01%
63
1124
$4K ﹤0.01%
352
-91
1125
$4K ﹤0.01%
106
-415
43 44
45
46 47