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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
1326
$5K ﹤0.01%
256
1327
$5K ﹤0.01%
63
1328
$5K ﹤0.01%
10
1329
$4K ﹤0.01%
39
+32
1330
$4K ﹤0.01%
121
+15
1331
$4K ﹤0.01%
170
1332
$4K ﹤0.01%
26
+3
1333
$4K ﹤0.01%
+209
1334
$4K ﹤0.01%
289
1335
$4K ﹤0.01%
35
1336
$4K ﹤0.01%
31
1337
$4K ﹤0.01%
40
1338
$4K ﹤0.01%
150
1339
$4K ﹤0.01%
79
+12
1340
$4K ﹤0.01%
156
1341
$4K ﹤0.01%
23
-11
1342
$4K ﹤0.01%
645
1343
$4K ﹤0.01%
189
1344
$4K ﹤0.01%
49
1345
$4K ﹤0.01%
76
1346
$4K ﹤0.01%
271
1347
$4K ﹤0.01%
11
1348
$4K ﹤0.01%
70
1349
$4K ﹤0.01%
328
+83
1350
$4K ﹤0.01%
194
52 53
54
55 56