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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
1226
$3K ﹤0.01%
+271
1227
$3K ﹤0.01%
184
+93
1228
$3K ﹤0.01%
256
+70
1229
$3K ﹤0.01%
+338
1230
$3K ﹤0.01%
189
+97
1231
$3K ﹤0.01%
51
1232
$3K ﹤0.01%
+145
1233
$3K ﹤0.01%
491
+144
1234
$3K ﹤0.01%
231
-35
1235
$3K ﹤0.01%
1,259
-7,769
1236
$3K ﹤0.01%
261
+106
1237
$3K ﹤0.01%
51
-674
1238
$3K ﹤0.01%
22
-37
1239
$3K ﹤0.01%
76
1240
$3K ﹤0.01%
25
-202
1241
$3K ﹤0.01%
+101
1242
$3K ﹤0.01%
84
+56
1243
$3K ﹤0.01%
343
+324
1244
$3K ﹤0.01%
164
+63
1245
$3K ﹤0.01%
+35
1246
$3K ﹤0.01%
611
+15
1247
$3K ﹤0.01%
33
1248
$3K ﹤0.01%
62
1249
$3K ﹤0.01%
53
+20
1250
$3K ﹤0.01%
559
-12
48 49
50
51 52