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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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$950K
3
+$673K
4
RPAR icon
RPAR Risk Parity ETF
RPAR
+$653K
5
OIH icon
VanEck Oil Services ETF
OIH
+$522K

Top Sells

1
+$13.4M
2
+$4.59M
3
+$4.36M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
VT icon
Vanguard Total World Stock ETF
VT
+$996K

Sector Composition

1 Financials 16.61%
2 Technology 13.07%
3 Communication Services 4.45%
4 Consumer Discretionary 4.08%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
30
-15
1227
$6K ﹤0.01%
179
1228
$6K ﹤0.01%
+31
1229
$6K ﹤0.01%
107
1230
$6K ﹤0.01%
167
1231
$6K ﹤0.01%
62
-6
1232
$6K ﹤0.01%
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1233
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126
1234
$6K ﹤0.01%
404
1235
$6K ﹤0.01%
127
1236
$6K ﹤0.01%
+150
1237
$6K ﹤0.01%
169
-28
1238
$6K ﹤0.01%
15
1239
$6K ﹤0.01%
105
1240
$6K ﹤0.01%
157
1241
$6K ﹤0.01%
31
-6
1242
$6K ﹤0.01%
+38
1243
$6K ﹤0.01%
37
1244
$6K ﹤0.01%
108
1245
$6K ﹤0.01%
481
-95
1246
$6K ﹤0.01%
100
-1
1247
$6K ﹤0.01%
767
+67
1248
$6K ﹤0.01%
164
1249
$6K ﹤0.01%
175
1250
$6K ﹤0.01%
506
48 49
50
51 52