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
1151
$3K ﹤0.01%
+160
1152
$3K ﹤0.01%
40
1153
$3K ﹤0.01%
60
1154
$3K ﹤0.01%
+123
1155
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+2
1156
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134
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1157
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1158
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26
1159
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130
-599
1160
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1161
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161
1162
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53
+34
1163
$3K ﹤0.01%
458
+375
1164
$3K ﹤0.01%
16
1165
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136
+1
1166
$3K ﹤0.01%
174
-252
1167
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1168
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52
1169
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62
1170
$3K ﹤0.01%
177
1171
$3K ﹤0.01%
39
1172
$3K ﹤0.01%
85
1173
$3K ﹤0.01%
399
1174
$3K ﹤0.01%
144
+134
1175
$3K ﹤0.01%
216
45 46
47
48 49