LC
Lindbrook Capital Portfolio holdings
AUM
$1.08B
1-Year Est. Return
10.14%
This Fund
S&P 500
1 Year Est. Return
+10.14%
AUM
$337M
AUM Growth
+$72.5M
(+27%)
Holding
2,000
Top Buys
| 1 | +$20.9M | |
| 2 | +$4.21M | |
| 3 | +$2.08M | |
| 4 |
Amazon
AMZN
|
+$1.44M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.28M |
Top Sells
| 1 | +$3.56M | |
| 2 | +$3.07M | |
| 3 | +$2.56M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.12M |
| 5 |
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% |