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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
1226
$2K ﹤0.01%
+28
1227
$2K ﹤0.01%
55
1228
$2K ﹤0.01%
107
-340
1229
$2K ﹤0.01%
40
1230
$2K ﹤0.01%
39
1231
$2K ﹤0.01%
120
1232
$2K ﹤0.01%
23
1233
$2K ﹤0.01%
43
1234
$2K ﹤0.01%
390
1235
$2K ﹤0.01%
295
1236
$2K ﹤0.01%
63
1237
$2K ﹤0.01%
55
1238
$2K ﹤0.01%
+964
1239
$2K ﹤0.01%
+45
1240
$2K ﹤0.01%
24
1241
$2K ﹤0.01%
13
1242
$2K ﹤0.01%
51
1243
$2K ﹤0.01%
108
1244
$2K ﹤0.01%
44
1245
$2K ﹤0.01%
15
1246
$2K ﹤0.01%
30
1247
$2K ﹤0.01%
+40
1248
$2K ﹤0.01%
37
1249
$2K ﹤0.01%
1,000
1250
$2K ﹤0.01%
56
48 49
50
51 52