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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
1751
$1K ﹤0.01%
35
-650
1752
$1K ﹤0.01%
5
1753
$1K ﹤0.01%
13
-6
1754
$1K ﹤0.01%
3
+2
1755
$1K ﹤0.01%
32
1756
$1K ﹤0.01%
283
1757
$1K ﹤0.01%
126
1758
$1K ﹤0.01%
8
1759
$1K ﹤0.01%
31
1760
$1K ﹤0.01%
45
-252
1761
$1K ﹤0.01%
28
1762
$1K ﹤0.01%
+14
1763
$1K ﹤0.01%
50
1764
$1K ﹤0.01%
22
1765
$1K ﹤0.01%
+44
1766
$1K ﹤0.01%
57
1767
$1K ﹤0.01%
+28
1768
$1K ﹤0.01%
21
1769
$1K ﹤0.01%
+4
1770
$1K ﹤0.01%
29
1771
$1K ﹤0.01%
10
1772
$1K ﹤0.01%
5
1773
$1K ﹤0.01%
16
1774
$1K ﹤0.01%
16
1775
$1K ﹤0.01%
13
69 70
71
72 73