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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
1476
$2K ﹤0.01%
190
-321
1477
$2K ﹤0.01%
32
1478
$2K ﹤0.01%
+494
1479
$2K ﹤0.01%
17
+7
1480
$2K ﹤0.01%
+21
1481
$2K ﹤0.01%
34
-120
1482
$2K ﹤0.01%
+61
1483
$2K ﹤0.01%
61
1484
$2K ﹤0.01%
+161
1485
$2K ﹤0.01%
47
-84
1486
$2K ﹤0.01%
90
1487
$2K ﹤0.01%
+50
1488
$1K ﹤0.01%
35
1489
$1K ﹤0.01%
+32
1490
$1K ﹤0.01%
113
1491
$1K ﹤0.01%
25
1492
$1K ﹤0.01%
82
1493
$1K ﹤0.01%
+21
1494
$1K ﹤0.01%
193
+109
1495
$1K ﹤0.01%
25
1496
$1K ﹤0.01%
32
1497
$1K ﹤0.01%
+45
1498
$1K ﹤0.01%
10
1499
$1K ﹤0.01%
9
-43
1500
$1K ﹤0.01%
73
-247
58 59
60
61 62