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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
1651
$1K ﹤0.01%
34
-61
1652
$1K ﹤0.01%
75
1653
$1K ﹤0.01%
+24
1654
$1K ﹤0.01%
39
-146
1655
$1K ﹤0.01%
73
+18
1656
$1K ﹤0.01%
20
1657
$1K ﹤0.01%
150
1658
$1K ﹤0.01%
8
1659
$1K ﹤0.01%
93
-94
1660
$1K ﹤0.01%
7
-13
1661
$1K ﹤0.01%
72
-34
1662
$1K ﹤0.01%
76
+30
1663
$1K ﹤0.01%
9
-63
1664
$1K ﹤0.01%
37
1665
$1K ﹤0.01%
+87
1666
$1K ﹤0.01%
+18
1667
$1K ﹤0.01%
49
-35
1668
$1K ﹤0.01%
9
1669
$1K ﹤0.01%
+106
1670
$1K ﹤0.01%
+121
1671
$1K ﹤0.01%
176
-602
1672
$1K ﹤0.01%
488
-60
1673
$1K ﹤0.01%
5
-6
1674
$1K ﹤0.01%
8
1675
$1K ﹤0.01%
4
-2
65 66
67
68 69