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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
1251
$6K ﹤0.01%
46
1252
$6K ﹤0.01%
84
-13
1253
$6K ﹤0.01%
74
1254
$6K ﹤0.01%
509
1255
$6K ﹤0.01%
121
1256
$6K ﹤0.01%
37
-132
1257
$6K ﹤0.01%
19
+9
1258
$6K ﹤0.01%
248
1259
$6K ﹤0.01%
199
1260
$6K ﹤0.01%
173
1261
$6K ﹤0.01%
335
1262
$6K ﹤0.01%
270
1263
$6K ﹤0.01%
65
1264
$6K ﹤0.01%
101
1265
$6K ﹤0.01%
60
-32
1266
$6K ﹤0.01%
187
+2
1267
$6K ﹤0.01%
26
1268
$6K ﹤0.01%
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1269
$6K ﹤0.01%
19
1270
$6K ﹤0.01%
136
1271
$6K ﹤0.01%
131
1272
$6K ﹤0.01%
67
+7
1273
$5K ﹤0.01%
60
+28
1274
$5K ﹤0.01%
103
1275
$5K ﹤0.01%
64
49 50
51
52 53