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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
$409M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$497K
3
+$455K
4
GBDC icon
Golub Capital BDC
GBDC
+$389K
5
AAL icon
American Airlines Group
AAL
+$333K

Top Sells

1
+$1.65M
2
+$1.43M
3
+$1.12M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$653K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$514K

Sector Composition

1 Financials 13.38%
2 Technology 11.88%
3 Healthcare 3.81%
4 Consumer Discretionary 3.75%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$28K 0.01%
69
577
$28K 0.01%
688
578
$28K 0.01%
17
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579
$28K 0.01%
100
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$28K 0.01%
104
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581
$28K 0.01%
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582
$28K 0.01%
1,000
-4,000
583
$28K 0.01%
357
584
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181
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$27K 0.01%
1,596
586
$27K 0.01%
189
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587
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204
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588
$27K 0.01%
1,596
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$27K 0.01%
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590
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$26K 0.01%
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$26K 0.01%
1,243
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599
$26K 0.01%
351
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600
$26K 0.01%
376
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24
25 26