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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
1076
$5K ﹤0.01%
44
-58
1077
$5K ﹤0.01%
150
1078
$5K ﹤0.01%
+50
1079
$5K ﹤0.01%
316
-61
1080
$5K ﹤0.01%
490
1081
$5K ﹤0.01%
298
+193
1082
$5K ﹤0.01%
71
-159
1083
$5K ﹤0.01%
167
1084
$5K ﹤0.01%
377
+168
1085
$5K ﹤0.01%
162
-10
1086
$5K ﹤0.01%
310
1087
$5K ﹤0.01%
143
-268
1088
$5K ﹤0.01%
167
1089
$5K ﹤0.01%
+3,346
1090
$5K ﹤0.01%
196
1091
$5K ﹤0.01%
132
+96
1092
$5K ﹤0.01%
46
1093
$5K ﹤0.01%
88
+51
1094
$5K ﹤0.01%
75
1095
$5K ﹤0.01%
92
1096
$5K ﹤0.01%
637
-481
1097
$5K ﹤0.01%
61
+36
1098
$5K ﹤0.01%
146
-28
1099
$5K ﹤0.01%
160
-30
1100
$5K ﹤0.01%
270
42 43
44
45 46