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
1226
$2K ﹤0.01%
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1227
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51
1228
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315
1229
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36
1230
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60
-120
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185
-564
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108
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44
1234
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63
1235
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15
1236
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1237
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1238
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+40
1239
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150
+50
1240
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172
1241
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37
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1243
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+116
1244
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1245
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1246
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+37
1247
$2K ﹤0.01%
1,000
1248
$2K ﹤0.01%
56
1249
$2K ﹤0.01%
+79
1250
$2K ﹤0.01%
20
48 49
50
51 52