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
1276
$2K ﹤0.01%
94
-407
1277
$2K ﹤0.01%
22
1278
$2K ﹤0.01%
+69
1279
$2K ﹤0.01%
90
1280
$2K ﹤0.01%
+102
1281
$2K ﹤0.01%
47
1282
$2K ﹤0.01%
+1,359
1283
$2K ﹤0.01%
43
1284
$2K ﹤0.01%
+159
1285
$2K ﹤0.01%
+18
1286
$2K ﹤0.01%
12
1287
$2K ﹤0.01%
55
1288
$2K ﹤0.01%
+48
1289
$2K ﹤0.01%
356
1290
$2K ﹤0.01%
39
1291
$1K ﹤0.01%
16
1292
$1K ﹤0.01%
28
1293
$1K ﹤0.01%
48
1294
$1K ﹤0.01%
35
1295
$1K ﹤0.01%
34
1296
$1K ﹤0.01%
3
1297
$1K ﹤0.01%
45
1298
$1K ﹤0.01%
16
1299
$1K ﹤0.01%
97
1300
$1K ﹤0.01%
72
50 51
52
53 54