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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
651
$22K 0.01%
166
+5
652
$22K 0.01%
141
653
$22K 0.01%
303
654
$22K 0.01%
2,065
+767
655
$22K 0.01%
82
656
$22K 0.01%
661
657
$22K 0.01%
815
658
$22K 0.01%
+100
659
$22K 0.01%
147
+7
660
$22K 0.01%
93
661
$22K 0.01%
302
+9
662
$21K 0.01%
894
-54
663
$21K 0.01%
103
+41
664
$21K 0.01%
1,248
665
$21K 0.01%
118
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666
$21K 0.01%
191
667
$21K 0.01%
556
668
$21K 0.01%
772
669
$21K 0.01%
+33
670
$21K 0.01%
3,535
671
$21K 0.01%
2,000
672
$21K 0.01%
2,000
673
$21K 0.01%
153
674
$21K 0.01%
226
675
$21K 0.01%
1,316
25 26
27
28 29