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
1201
$2K ﹤0.01%
36
1202
$2K ﹤0.01%
60
-120
1203
$2K ﹤0.01%
185
-564
1204
$2K ﹤0.01%
63
1205
$2K ﹤0.01%
15
1206
$2K ﹤0.01%
30
1207
$2K ﹤0.01%
150
+50
1208
$2K ﹤0.01%
172
1209
$2K ﹤0.01%
37
1210
$2K ﹤0.01%
+37
1211
$2K ﹤0.01%
1,000
1212
$2K ﹤0.01%
14
1213
$2K ﹤0.01%
1,444
-4,116
1214
$2K ﹤0.01%
+329
1215
$2K ﹤0.01%
140
+116
1216
$2K ﹤0.01%
90
1217
$2K ﹤0.01%
+102
1218
$2K ﹤0.01%
47
1219
$2K ﹤0.01%
295
1220
$2K ﹤0.01%
55
1221
$2K ﹤0.01%
+964
1222
$2K ﹤0.01%
+45
1223
$2K ﹤0.01%
24
1224
$2K ﹤0.01%
13
1225
$2K ﹤0.01%
51
47 48
49
50 51