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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
1551
$1K ﹤0.01%
18
-26
1552
$1K ﹤0.01%
51
+21
1553
$1K ﹤0.01%
96
-166
1554
$1K ﹤0.01%
43
1555
$1K ﹤0.01%
11
1556
$1K ﹤0.01%
21
1557
$1K ﹤0.01%
21
-37
1558
$1K ﹤0.01%
+62
1559
$1K ﹤0.01%
+38
1560
$1K ﹤0.01%
35
1561
$1K ﹤0.01%
+126
1562
$1K ﹤0.01%
155
1563
$1K ﹤0.01%
23
1564
$1K ﹤0.01%
12
-63
1565
$1K ﹤0.01%
+21
1566
$1K ﹤0.01%
20
-53
1567
$1K ﹤0.01%
47
-8
1568
$1K ﹤0.01%
104
1569
$1K ﹤0.01%
64
1570
$1K ﹤0.01%
4
1571
$1K ﹤0.01%
6
-51
1572
$1K ﹤0.01%
12
-2
1573
$1K ﹤0.01%
56
1574
$1K ﹤0.01%
22
1575
$1K ﹤0.01%
9
61 62
63
64 65