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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
1501
$1K ﹤0.01%
+32
1502
$1K ﹤0.01%
+47
1503
$1K ﹤0.01%
+22
1504
$1K ﹤0.01%
129
+63
1505
$1K ﹤0.01%
7
1506
$1K ﹤0.01%
95
1507
$1K ﹤0.01%
8
1508
$1K ﹤0.01%
68
1509
$1K ﹤0.01%
14
-22
1510
$1K ﹤0.01%
5
1511
$1K ﹤0.01%
+9
1512
$1K ﹤0.01%
+27
1513
$1K ﹤0.01%
+19
1514
$1K ﹤0.01%
163
+22
1515
$1K ﹤0.01%
+29
1516
$1K ﹤0.01%
5
+2
1517
$1K ﹤0.01%
39
-104
1518
$1K ﹤0.01%
3
1519
$1K ﹤0.01%
16
1520
$1K ﹤0.01%
62
-579
1521
$1K ﹤0.01%
24
1522
$1K ﹤0.01%
+27
1523
$1K ﹤0.01%
71
1524
$1K ﹤0.01%
4
-7
1525
$1K ﹤0.01%
6
59 60
61
62 63