We are live on ! Find out more
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
1451
$0 ﹤0.01%
3
1452
$0 ﹤0.01%
9
1453
– –
-659
1454
– –
-2,391
1455
– –
-701
1456
$0 ﹤0.01%
28
1457
$0 ﹤0.01%
+63
1458
$0 ﹤0.01%
9
1459
$0 ﹤0.01%
7
1460
$0 ﹤0.01%
24
1461
$0 ﹤0.01%
4
1462
– –
-42,475
1463
$0 ﹤0.01%
30
1464
$0 ﹤0.01%
22
1465
– –
-20
1466
$0 ﹤0.01%
33
1467
– –
-100
1468
$0 ﹤0.01%
14
1469
$0 ﹤0.01%
131
1470
– –
-18
1471
– –
-300
1472
$0 ﹤0.01%
10
-75
1473
– –
-1,300
1474
– –
-400
1475
– –
-17
57 58
59
60 61