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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
1501
– –
-212
1502
$0 ﹤0.01%
20
-234
1503
$0 ﹤0.01%
840
+672
1504
$0 ﹤0.01%
14
1505
$0 ﹤0.01%
34
1506
– –
-345
1507
$0 ﹤0.01%
37
1508
$0 ﹤0.01%
6
1509
– –
-300
1510
$0 ﹤0.01%
7
1511
– –
-500
1512
$0 ﹤0.01%
24
1513
– –
-24,217
1514
$0 ﹤0.01%
45
1515
$0 ﹤0.01%
13
1516
$0 ﹤0.01%
28
1517
$0 ﹤0.01%
377
1518
$0 ﹤0.01%
9
1519
– –
-26
1520
$0 ﹤0.01%
7
1521
$0 ﹤0.01%
33
1522
$0 ﹤0.01%
37
1523
– –
-3
1524
– –
-24
1525
– –
-4,522
59 60
61
62 63