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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
1401
$2K ﹤0.01%
+62
1402
$2K ﹤0.01%
+35
1403
$2K ﹤0.01%
70
+25
1404
$2K ﹤0.01%
1,000
1405
$2K ﹤0.01%
+83
1406
$2K ﹤0.01%
+175
1407
$2K ﹤0.01%
+42
1408
$2K ﹤0.01%
+71
1409
$2K ﹤0.01%
52
-116
1410
$2K ﹤0.01%
252
+143
1411
$2K ﹤0.01%
377
1412
$2K ﹤0.01%
+229
1413
$2K ﹤0.01%
76
1414
$2K ﹤0.01%
16
+9
1415
$2K ﹤0.01%
20
1416
$2K ﹤0.01%
15
-16
1417
$2K ﹤0.01%
+132
1418
$2K ﹤0.01%
107
1419
$2K ﹤0.01%
+15
1420
$2K ﹤0.01%
37
-12
1421
$2K ﹤0.01%
63
1422
$2K ﹤0.01%
+35
1423
$2K ﹤0.01%
123
-510
1424
$2K ﹤0.01%
46
+21
1425
$2K ﹤0.01%
60
-46
55 56
57
58 59