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
1201
$2K ﹤0.01%
80
1202
$2K ﹤0.01%
+49
1203
$2K ﹤0.01%
58
1204
$2K ﹤0.01%
+47
1205
$2K ﹤0.01%
79
1206
$2K ﹤0.01%
+106
1207
$2K ﹤0.01%
+21
1208
$2K ﹤0.01%
+57
1209
$2K ﹤0.01%
211
1210
$2K ﹤0.01%
+28
1211
$2K ﹤0.01%
55
1212
$2K ﹤0.01%
74
1213
$2K ﹤0.01%
107
-340
1214
$2K ﹤0.01%
39
1215
$2K ﹤0.01%
120
1216
$2K ﹤0.01%
23
1217
$2K ﹤0.01%
43
1218
$2K ﹤0.01%
390
1219
$2K ﹤0.01%
295
1220
$2K ﹤0.01%
+50
1221
$2K ﹤0.01%
63
1222
$2K ﹤0.01%
55
1223
$2K ﹤0.01%
+964
1224
$2K ﹤0.01%
+45
1225
$2K ﹤0.01%
24
47 48
49
50 51