We are live on ! Find out more
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
$337M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$4.21M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.28M

Top Sells

1
+$3.56M
2
+$3.07M
3
+$2.56M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.12M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$275K

Sector Composition

1 Financials 13.05%
2 Technology 10.18%
3 Healthcare 3.61%
4 Communication Services 3.22%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$18K 0.01%
215
+54
652
$18K 0.01%
661
-316
653
$18K 0.01%
159
+55
654
$18K 0.01%
+2,772
655
$18K 0.01%
59
+5
656
$18K 0.01%
158
657
$17K 0.01%
403
-143
658
$17K 0.01%
84
-11
659
$17K 0.01%
357
-64
660
$17K 0.01%
766
+114
661
$17K 0.01%
478
-531
662
$17K 0.01%
150
+36
663
$17K 0.01%
3,535
+332
664
$17K 0.01%
609
+143
665
$17K 0.01%
1,572
-802
666
$17K 0.01%
278
-98
667
$17K 0.01%
364
-25
668
$17K 0.01%
56
+41
669
$17K 0.01%
341
+17
670
$17K 0.01%
527
-209
671
$17K 0.01%
1,209
+464
672
$17K 0.01%
92
+3
673
$17K 0.01%
174
+14
674
$17K 0.01%
178
-50
675
$17K 0.01%
538
+218
25 26
27
28 29