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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
1301
$3K ﹤0.01%
15
-66
1302
$3K ﹤0.01%
+139
1303
$3K ﹤0.01%
698
-678
1304
$3K ﹤0.01%
+105
1305
$3K ﹤0.01%
+30
1306
$3K ﹤0.01%
6
-8
1307
$3K ﹤0.01%
137
-25
1308
$3K ﹤0.01%
748
-5,349
1309
$3K ﹤0.01%
213
-16
1310
$3K ﹤0.01%
+112
1311
$3K ﹤0.01%
104
+73
1312
$3K ﹤0.01%
124
1313
$3K ﹤0.01%
88
+53
1314
$3K ﹤0.01%
719
+551
1315
$3K ﹤0.01%
49
-110
1316
$3K ﹤0.01%
28
-39
1317
$3K ﹤0.01%
77
-33
1318
$3K ﹤0.01%
59
-36
1319
$3K ﹤0.01%
108
-134
1320
$3K ﹤0.01%
156
-162
1321
$3K ﹤0.01%
31
-3
1322
$3K ﹤0.01%
58
-25
1323
$3K ﹤0.01%
262
+106
1324
$3K ﹤0.01%
51
+6
1325
$3K ﹤0.01%
30
+9
51 52
53
54 55