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%
+49
1252
$2K ﹤0.01%
58
1253
$2K ﹤0.01%
+47
1254
$2K ﹤0.01%
79
1255
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+21
1256
$2K ﹤0.01%
107
-340
1257
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40
1258
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39
1259
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120
1260
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23
1261
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43
1262
$2K ﹤0.01%
390
1263
$2K ﹤0.01%
56
1264
$2K ﹤0.01%
+79
1265
$2K ﹤0.01%
20
1266
$2K ﹤0.01%
93
-56
1267
$2K ﹤0.01%
+103
1268
$2K ﹤0.01%
300
1269
$2K ﹤0.01%
+48
1270
$2K ﹤0.01%
356
1271
$2K ﹤0.01%
39
1272
$2K ﹤0.01%
52
1273
$2K ﹤0.01%
+37
1274
$2K ﹤0.01%
+16
1275
$2K ﹤0.01%
+62
49 50
51
52 53