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
701
$15K ﹤0.01%
139
-7
702
$15K ﹤0.01%
79
+24
703
$15K ﹤0.01%
515
+289
704
$15K ﹤0.01%
78
-1
705
$15K ﹤0.01%
+400
706
$15K ﹤0.01%
646
+230
707
$15K ﹤0.01%
725
+459
708
$15K ﹤0.01%
173
-15
709
$15K ﹤0.01%
370
+31
710
$15K ﹤0.01%
190
+67
711
$15K ﹤0.01%
268
+8
712
$15K ﹤0.01%
+2,000
713
$15K ﹤0.01%
292
+253
714
$15K ﹤0.01%
1,316
-405
715
$15K ﹤0.01%
1,030
+55
716
$15K ﹤0.01%
+1,000
717
$15K ﹤0.01%
+2,000
718
$15K ﹤0.01%
140
+120
719
$15K ﹤0.01%
108
+7
720
$14K ﹤0.01%
213
-55
721
$14K ﹤0.01%
231
-241
722
$14K ﹤0.01%
411
-55
723
$14K ﹤0.01%
+20
724
$14K ﹤0.01%
800
+255
725
$14K ﹤0.01%
322
+67
27 28
29
30 31