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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
1701
$1K ﹤0.01%
64
1702
$1K ﹤0.01%
225
-915
1703
$1K ﹤0.01%
+46
1704
$1K ﹤0.01%
22
1705
$1K ﹤0.01%
48
-16
1706
$1K ﹤0.01%
+46
1707
$1K ﹤0.01%
71
1708
$1K ﹤0.01%
21
-37
1709
$1K ﹤0.01%
55
1710
$1K ﹤0.01%
17
1711
$1K ﹤0.01%
32
1712
$1K ﹤0.01%
8
+3
1713
$1K ﹤0.01%
15
1714
$1K ﹤0.01%
+26
1715
$1K ﹤0.01%
+10
1716
$1K ﹤0.01%
18
1717
$1K ﹤0.01%
24
1718
$1K ﹤0.01%
41
1719
$1K ﹤0.01%
+4
1720
$1K ﹤0.01%
5
-21
1721
$1K ﹤0.01%
4
1722
$1K ﹤0.01%
27
1723
$1K ﹤0.01%
43
1724
$1K ﹤0.01%
41
1725
$1K ﹤0.01%
5
67 68
69
70 71