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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
1576
$1K ﹤0.01%
+66
1577
$1K ﹤0.01%
41
1578
$1K ﹤0.01%
283
1579
$1K ﹤0.01%
17
-22
1580
$1K ﹤0.01%
31
-126
1581
$1K ﹤0.01%
+57
1582
$1K ﹤0.01%
32
1583
$1K ﹤0.01%
7
-84
1584
$1K ﹤0.01%
40
1585
$1K ﹤0.01%
16
1586
$1K ﹤0.01%
28
-40
1587
$1K ﹤0.01%
48
-16
1588
$1K ﹤0.01%
+73
1589
$1K ﹤0.01%
+22
1590
$1K ﹤0.01%
12
-38
1591
$1K ﹤0.01%
278
+195
1592
$1K ﹤0.01%
93
1593
$1K ﹤0.01%
35
1594
$1K ﹤0.01%
19
-31
1595
$1K ﹤0.01%
47
1596
$1K ﹤0.01%
45
-37
1597
$1K ﹤0.01%
24
1598
$1K ﹤0.01%
42
1599
$1K ﹤0.01%
16
1600
$1K ﹤0.01%
42
62 63
64
65 66