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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
$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
1401
$0 ﹤0.01%
7
1402
$0 ﹤0.01%
92
1403
$0 ﹤0.01%
87
1404
$0 ﹤0.01%
37
1405
– –
-811
1406
– –
-781
1407
$0 ﹤0.01%
13
-2
1408
$0 ﹤0.01%
13
1409
$0 ﹤0.01%
9
1410
– –
-149
1411
– –
-2,589
1412
– –
-33
1413
– –
-234
1414
– –
-274
1415
– –
-128
1416
– –
-1,346
1417
– –
-50
1418
– –
-12
1419
– –
-149
1420
– –
-16
1421
– –
-590
1422
– –
-1,708
1423
– –
-43
1424
– –
-62
1425
– –
-6,500
55 56
57
58 59