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
1251
$2K ﹤0.01%
93
-56
1252
$2K ﹤0.01%
1,000
1253
$2K ﹤0.01%
34
1254
$2K ﹤0.01%
130
1255
$2K ﹤0.01%
+70
1256
$2K ﹤0.01%
+103
1257
$2K ﹤0.01%
300
1258
$2K ﹤0.01%
14
1259
$2K ﹤0.01%
52
1260
$2K ﹤0.01%
+37
1261
$2K ﹤0.01%
+16
1262
$2K ﹤0.01%
+62
1263
$2K ﹤0.01%
+135
1264
$2K ﹤0.01%
+56
1265
$2K ﹤0.01%
1,444
-4,116
1266
$2K ﹤0.01%
+329
1267
$2K ﹤0.01%
140
+116
1268
$2K ﹤0.01%
34
-22
1269
$2K ﹤0.01%
48
-49
1270
$2K ﹤0.01%
28
1271
$2K ﹤0.01%
+85
1272
$2K ﹤0.01%
175
1273
$2K ﹤0.01%
9
1274
$2K ﹤0.01%
396
1275
$2K ﹤0.01%
93
49 50
51
52 53