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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
951
$7K ﹤0.01%
28
+10
952
$7K ﹤0.01%
173
+32
953
$7K ﹤0.01%
160
+31
954
$7K ﹤0.01%
199
+1
955
$7K ﹤0.01%
475
+82
956
$7K ﹤0.01%
1,689
+265
957
$7K ﹤0.01%
653
+482
958
$7K ﹤0.01%
155
959
$7K ﹤0.01%
450
960
$7K ﹤0.01%
209
+152
961
$7K ﹤0.01%
140
-74
962
$7K ﹤0.01%
199
963
$7K ﹤0.01%
70
964
$7K ﹤0.01%
1,442
+138
965
$7K ﹤0.01%
+333
966
$7K ﹤0.01%
+136
967
$7K ﹤0.01%
392
+56
968
$7K ﹤0.01%
109
969
$7K ﹤0.01%
60
970
$7K ﹤0.01%
51
-52
971
$7K ﹤0.01%
104
-48
972
$7K ﹤0.01%
215
+30
973
$7K ﹤0.01%
259
+69
974
$7K ﹤0.01%
373
-122
975
$7K ﹤0.01%
162
+25
37 38
39
40 41