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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
1526
$3K ﹤0.01%
35
1527
$3K ﹤0.01%
106
1528
$3K ﹤0.01%
275
1529
$3K ﹤0.01%
70
1530
$3K ﹤0.01%
212
1531
$3K ﹤0.01%
97
-15
1532
$3K ﹤0.01%
146
1533
$3K ﹤0.01%
100
+82
1534
$3K ﹤0.01%
40
1535
$3K ﹤0.01%
113
1536
$3K ﹤0.01%
54
1537
$3K ﹤0.01%
12
-93
1538
$3K ﹤0.01%
150
1539
$3K ﹤0.01%
88
1540
$3K ﹤0.01%
76
1541
$3K ﹤0.01%
66
1542
$3K ﹤0.01%
67
1543
$2K ﹤0.01%
34
1544
$2K ﹤0.01%
23
1545
$2K ﹤0.01%
102
+34
1546
$2K ﹤0.01%
31
1547
$2K ﹤0.01%
76
1548
$2K ﹤0.01%
12
1549
$2K ﹤0.01%
3
1550
$2K ﹤0.01%
91
60 61
62
63 64