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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
$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
751
$13K ﹤0.01%
3,308
+206
752
$13K ﹤0.01%
238
+93
753
$13K ﹤0.01%
97
+10
754
$13K ﹤0.01%
36
-25
755
$13K ﹤0.01%
1,874
+40
756
$13K ﹤0.01%
575
-3,698
757
$13K ﹤0.01%
2,393
+1,839
758
$13K ﹤0.01%
490
+291
759
$13K ﹤0.01%
586
+3
760
$12K ﹤0.01%
618
761
$12K ﹤0.01%
+1,000
762
$12K ﹤0.01%
97
-19
763
$12K ﹤0.01%
211
-38
764
$12K ﹤0.01%
118
+12
765
$12K ﹤0.01%
313
766
$12K ﹤0.01%
772
-270
767
$12K ﹤0.01%
726
+400
768
$12K ﹤0.01%
149
-12
769
$12K ﹤0.01%
197
+27
770
$12K ﹤0.01%
67
-17
771
$12K ﹤0.01%
266
+27
772
$12K ﹤0.01%
165
+150
773
$12K ﹤0.01%
209
-82
774
$12K ﹤0.01%
9,000
775
$12K ﹤0.01%
2,000
+1,000
29 30
31
32 33