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%
108
1227
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44
1228
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1,000
1229
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34
1230
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55
1231
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+40
1232
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+57
1233
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211
1234
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+28
1235
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55
1236
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63
1237
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1238
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130
1239
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+70
1240
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34
-22
1241
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48
-49
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1243
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67
1244
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61
-44
1245
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25
-137
1246
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33
1247
$2K ﹤0.01%
99
1248
$2K ﹤0.01%
+30
1249
$2K ﹤0.01%
12
1250
$2K ﹤0.01%
80
48 49
50
51 52