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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
1376
$2K ﹤0.01%
+26
1377
$2K ﹤0.01%
+134
1378
$2K ﹤0.01%
426
1379
$2K ﹤0.01%
65
-274
1380
$2K ﹤0.01%
42
+8
1381
$2K ﹤0.01%
75
+51
1382
$2K ﹤0.01%
33
-4
1383
$2K ﹤0.01%
86
+1
1384
$2K ﹤0.01%
79
1385
$2K ﹤0.01%
15
1386
$2K ﹤0.01%
42
1387
$2K ﹤0.01%
124
+70
1388
$2K ﹤0.01%
157
-250
1389
$2K ﹤0.01%
56
+4
1390
$2K ﹤0.01%
+61
1391
$2K ﹤0.01%
+7
1392
$2K ﹤0.01%
36
+18
1393
$2K ﹤0.01%
+33
1394
$2K ﹤0.01%
38
+6
1395
$2K ﹤0.01%
+22
1396
$2K ﹤0.01%
138
-103
1397
$2K ﹤0.01%
32
-100
1398
$2K ﹤0.01%
+45
1399
$2K ﹤0.01%
138
-281
1400
$2K ﹤0.01%
95
54 55
56
57 58