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
926
$8K ﹤0.01%
495
-121
927
$8K ﹤0.01%
746
+300
928
$8K ﹤0.01%
1,380
+419
929
$8K ﹤0.01%
728
-96
930
$8K ﹤0.01%
87
-42
931
$8K ﹤0.01%
1,245
-200
932
$8K ﹤0.01%
298
933
$8K ﹤0.01%
202
934
$8K ﹤0.01%
489
+164
935
$8K ﹤0.01%
500
936
$8K ﹤0.01%
83
+6
937
$8K ﹤0.01%
292
938
$8K ﹤0.01%
458
939
$8K ﹤0.01%
213
-6
940
$7K ﹤0.01%
103
+34
941
$7K ﹤0.01%
544
-111
942
$7K ﹤0.01%
112
943
$7K ﹤0.01%
1,621
-5,719
944
$7K ﹤0.01%
319
945
$7K ﹤0.01%
50
-26
946
$7K ﹤0.01%
149
+32
947
$7K ﹤0.01%
15
948
$7K ﹤0.01%
117
-66
949
$7K ﹤0.01%
1,685
+151
950
$7K ﹤0.01%
+1,000
36 37
38
39 40