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
1126
$4K ﹤0.01%
75
1127
$4K ﹤0.01%
8
-2
1128
$4K ﹤0.01%
63
1129
$4K ﹤0.01%
352
-91
1130
$4K ﹤0.01%
106
-415
1131
$4K ﹤0.01%
56
1132
$4K ﹤0.01%
63
1133
$4K ﹤0.01%
80
+42
1134
$4K ﹤0.01%
86
1135
$4K ﹤0.01%
170
-29
1136
$4K ﹤0.01%
26
1137
$4K ﹤0.01%
46
1138
$3K ﹤0.01%
53
+34
1139
$3K ﹤0.01%
458
+375
1140
$3K ﹤0.01%
16
1141
$3K ﹤0.01%
136
+1
1142
$3K ﹤0.01%
174
-252
1143
$3K ﹤0.01%
120
1144
$3K ﹤0.01%
562
-355
1145
$3K ﹤0.01%
89
1146
$3K ﹤0.01%
52
1147
$3K ﹤0.01%
62
1148
$3K ﹤0.01%
177
1149
$3K ﹤0.01%
38
-29
1150
$3K ﹤0.01%
50
-28
44 45
46
47 48