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
1151
$3K ﹤0.01%
38
-18
1152
$3K ﹤0.01%
44
1153
$3K ﹤0.01%
8
1154
$3K ﹤0.01%
47
1155
$3K ﹤0.01%
39
1156
$3K ﹤0.01%
216
1157
$3K ﹤0.01%
1,461
+1,308
1158
$3K ﹤0.01%
120
1159
$3K ﹤0.01%
41
+25
1160
$3K ﹤0.01%
147
-88
1161
$3K ﹤0.01%
60
1162
$3K ﹤0.01%
39
1163
$3K ﹤0.01%
516
1164
$3K ﹤0.01%
+123
1165
$3K ﹤0.01%
121
+3
1166
$3K ﹤0.01%
134
-165
1167
$3K ﹤0.01%
+160
1168
$3K ﹤0.01%
40
1169
$3K ﹤0.01%
157
1170
$3K ﹤0.01%
89
1171
$3K ﹤0.01%
26
1172
$3K ﹤0.01%
212
1173
$3K ﹤0.01%
300
1174
$3K ﹤0.01%
278
1175
$3K ﹤0.01%
64
-343
45 46
47
48 49