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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
626
$23K 0.01%
176
627
$23K 0.01%
262
+7
628
$23K 0.01%
372
629
$23K 0.01%
1,333
+28
630
$23K 0.01%
399
+35
631
$23K 0.01%
145
+65
632
$23K 0.01%
+1,500
633
$23K 0.01%
282
634
$23K 0.01%
37
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635
$23K 0.01%
4,195
+428
636
$23K 0.01%
603
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637
$23K 0.01%
85
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638
$23K 0.01%
530
639
$23K 0.01%
1,571
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640
$22K 0.01%
2,000
-1,500
641
$22K 0.01%
240
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642
$22K 0.01%
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$22K 0.01%
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644
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645
$22K 0.01%
373
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646
$22K 0.01%
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647
$22K 0.01%
1,686
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648
$22K 0.01%
152
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649
$22K 0.01%
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650
$22K 0.01%
429
+20
24 25
26
27 28