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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
1576
$2K ﹤0.01%
+79
1577
$2K ﹤0.01%
194
-649
1578
$2K ﹤0.01%
22
1579
$2K ﹤0.01%
23
-33
1580
$2K ﹤0.01%
36
1581
$2K ﹤0.01%
29
+8
1582
$2K ﹤0.01%
111
1583
$2K ﹤0.01%
190
1584
$2K ﹤0.01%
625
+285
1585
$2K ﹤0.01%
257
1586
$2K ﹤0.01%
94
1587
$2K ﹤0.01%
+56
1588
$2K ﹤0.01%
62
1589
$2K ﹤0.01%
73
-19
1590
$2K ﹤0.01%
156
1591
$2K ﹤0.01%
+195
1592
$2K ﹤0.01%
38
1593
$2K ﹤0.01%
57
1594
$2K ﹤0.01%
42
1595
$2K ﹤0.01%
+66
1596
$2K ﹤0.01%
157
1597
$2K ﹤0.01%
34
1598
$2K ﹤0.01%
+239
1599
$2K ﹤0.01%
45
-131
1600
$2K ﹤0.01%
4
-2
62 63
64
65 66