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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
1626
$1K ﹤0.01%
+56
1627
$1K ﹤0.01%
160
+112
1628
$1K ﹤0.01%
33
-72
1629
$1K ﹤0.01%
30
1630
$1K ﹤0.01%
6
1631
$1K ﹤0.01%
24
+4
1632
$1K ﹤0.01%
24
1633
$1K ﹤0.01%
164
1634
$1K ﹤0.01%
+67
1635
$1K ﹤0.01%
+54
1636
$1K ﹤0.01%
40
+26
1637
$1K ﹤0.01%
33
-45
1638
$1K ﹤0.01%
108
-395
1639
$1K ﹤0.01%
108
1640
$1K ﹤0.01%
16
1641
$1K ﹤0.01%
+10
1642
$1K ﹤0.01%
120
1643
$1K ﹤0.01%
37
1644
$1K ﹤0.01%
+17
1645
$1K ﹤0.01%
188
-79
1646
$1K ﹤0.01%
257
+88
1647
$1K ﹤0.01%
+125
1648
$1K ﹤0.01%
+65
1649
$1K ﹤0.01%
9
+3
1650
$1K ﹤0.01%
6
64 65
66
67 68