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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
1251
$2K ﹤0.01%
+79
1252
$2K ﹤0.01%
20
1253
$2K ﹤0.01%
93
-56
1254
$2K ﹤0.01%
1,000
1255
$2K ﹤0.01%
34
1256
$2K ﹤0.01%
+103
1257
$2K ﹤0.01%
300
1258
$2K ﹤0.01%
+48
1259
$2K ﹤0.01%
356
1260
$2K ﹤0.01%
39
1261
$2K ﹤0.01%
52
1262
$2K ﹤0.01%
+37
1263
$2K ﹤0.01%
+16
1264
$2K ﹤0.01%
+62
1265
$2K ﹤0.01%
+135
1266
$2K ﹤0.01%
+56
1267
$2K ﹤0.01%
1,444
-4,116
1268
$2K ﹤0.01%
28
1269
$2K ﹤0.01%
+85
1270
$2K ﹤0.01%
175
1271
$2K ﹤0.01%
+116
1272
$2K ﹤0.01%
9
1273
$2K ﹤0.01%
396
1274
$2K ﹤0.01%
93
1275
$2K ﹤0.01%
94
-407
49 50
51
52 53