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
1276
$2K ﹤0.01%
+135
1277
$2K ﹤0.01%
+56
1278
$2K ﹤0.01%
28
1279
$2K ﹤0.01%
+85
1280
$2K ﹤0.01%
175
1281
$2K ﹤0.01%
+116
1282
$2K ﹤0.01%
9
1283
$2K ﹤0.01%
396
1284
$2K ﹤0.01%
93
1285
$2K ﹤0.01%
94
-407
1286
$2K ﹤0.01%
22
1287
$2K ﹤0.01%
+1,359
1288
$2K ﹤0.01%
43
1289
$2K ﹤0.01%
+159
1290
$2K ﹤0.01%
+18
1291
$1K ﹤0.01%
48
1292
$1K ﹤0.01%
30
1293
$1K ﹤0.01%
8
1294
$1K ﹤0.01%
150
1295
$1K ﹤0.01%
57
1296
$1K ﹤0.01%
34
1297
$1K ﹤0.01%
3
1298
$1K ﹤0.01%
45
1299
$1K ﹤0.01%
16
1300
$1K ﹤0.01%
97
50 51
52
53 54