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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
1151
$4K ﹤0.01%
+441
1152
$4K ﹤0.01%
91
-6
1153
$4K ﹤0.01%
53
-65
1154
$4K ﹤0.01%
83
1155
$4K ﹤0.01%
623
1156
$4K ﹤0.01%
7
1157
$4K ﹤0.01%
45
1158
$4K ﹤0.01%
426
+98
1159
$4K ﹤0.01%
2,446
-380
1160
$4K ﹤0.01%
369
+200
1161
$4K ﹤0.01%
131
1162
$4K ﹤0.01%
216
+152
1163
$4K ﹤0.01%
1,782
-510
1164
$4K ﹤0.01%
42
+13
1165
$4K ﹤0.01%
74
-183
1166
$4K ﹤0.01%
854
1167
$4K ﹤0.01%
82
-8
1168
$4K ﹤0.01%
+20
1169
$4K ﹤0.01%
99
-55
1170
$4K ﹤0.01%
1,383
-4,112
1171
$4K ﹤0.01%
21
-18
1172
$4K ﹤0.01%
270
1173
$4K ﹤0.01%
92
-45
1174
$4K ﹤0.01%
36
+13
1175
$4K ﹤0.01%
135
-91
45 46
47
48 49