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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
1426
$2K ﹤0.01%
291
+73
1427
$2K ﹤0.01%
11
-3
1428
$2K ﹤0.01%
5
+3
1429
$2K ﹤0.01%
85
-143
1430
$2K ﹤0.01%
81
1431
$2K ﹤0.01%
20
-45
1432
$2K ﹤0.01%
106
+41
1433
$2K ﹤0.01%
159
1434
$2K ﹤0.01%
+55
1435
$2K ﹤0.01%
+296
1436
$2K ﹤0.01%
+16
1437
$2K ﹤0.01%
29
-27
1438
$2K ﹤0.01%
40
+4
1439
$2K ﹤0.01%
156
1440
$2K ﹤0.01%
+52
1441
$2K ﹤0.01%
30
-7
1442
$2K ﹤0.01%
133
+80
1443
$2K ﹤0.01%
+13
1444
$2K ﹤0.01%
67
1445
$2K ﹤0.01%
220
+52
1446
$2K ﹤0.01%
+55
1447
$2K ﹤0.01%
19
+6
1448
$2K ﹤0.01%
+43
1449
$2K ﹤0.01%
+56
1450
$2K ﹤0.01%
+37
56 57
58
59 60