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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
1326
$3K ﹤0.01%
1,058
-10
1327
$3K ﹤0.01%
170
+90
1328
$3K ﹤0.01%
+105
1329
$3K ﹤0.01%
59
-9
1330
$3K ﹤0.01%
+115
1331
$3K ﹤0.01%
137
+13
1332
$3K ﹤0.01%
+65
1333
$3K ﹤0.01%
+19
1334
$3K ﹤0.01%
130
1335
$3K ﹤0.01%
+89
1336
$3K ﹤0.01%
61
+34
1337
$3K ﹤0.01%
65
-12
1338
$2K ﹤0.01%
+19
1339
$2K ﹤0.01%
40
-40
1340
$2K ﹤0.01%
+12
1341
$2K ﹤0.01%
+84
1342
$2K ﹤0.01%
+112
1343
$2K ﹤0.01%
527
-1,603
1344
$2K ﹤0.01%
27
-13
1345
$2K ﹤0.01%
+69
1346
$2K ﹤0.01%
419
+37
1347
$2K ﹤0.01%
+26
1348
$2K ﹤0.01%
22
-35
1349
$2K ﹤0.01%
+270
1350
$2K ﹤0.01%
43
52 53
54
55 56