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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
1201
$4K ﹤0.01%
554
+274
1202
$4K ﹤0.01%
+76
1203
$4K ﹤0.01%
+286
1204
$4K ﹤0.01%
157
+103
1205
$4K ﹤0.01%
28
-8
1206
$4K ﹤0.01%
372
1207
$4K ﹤0.01%
178
-49
1208
$4K ﹤0.01%
97
1209
$4K ﹤0.01%
+367
1210
$4K ﹤0.01%
134
-21
1211
$4K ﹤0.01%
+100
1212
$4K ﹤0.01%
+601
1213
$4K ﹤0.01%
404
-684
1214
$4K ﹤0.01%
39
+11
1215
$4K ﹤0.01%
231
1216
$4K ﹤0.01%
+111
1217
$4K ﹤0.01%
988
+47
1218
$4K ﹤0.01%
74
1219
$4K ﹤0.01%
28
1220
$4K ﹤0.01%
52
1221
$4K ﹤0.01%
+4
1222
$4K ﹤0.01%
+882
1223
$4K ﹤0.01%
593
1224
$4K ﹤0.01%
104
1225
$4K ﹤0.01%
142
-70
47 48
49
50 51