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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
$265M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,963
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.63M
3
+$9.18M
4
NSL
NUVEEN SENIOR INCM FD
NSL
+$6.71M
5
JRO
Nuveen Floating Rate Income Opportunty Fund
JRO
+$5.78M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$1.15M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.11M
5
STWD icon
Starwood Property Trust
STWD
+$869K

Sector Composition

1 Financials 9.13%
2 Technology 8.55%
3 Healthcare 3.83%
4 Consumer Staples 2.53%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
142
+81
777
$9K ﹤0.01%
4,100
+4,000
778
$9K ﹤0.01%
362
+340
779
$9K ﹤0.01%
154
+98
780
$9K ﹤0.01%
830
+732
781
$9K ﹤0.01%
+14
782
$9K ﹤0.01%
+313
783
$9K ﹤0.01%
+132
784
$9K ﹤0.01%
768
+443
785
$9K ﹤0.01%
+239
786
$9K ﹤0.01%
+68
787
$9K ﹤0.01%
+957
788
$9K ﹤0.01%
989
+172
789
$9K ﹤0.01%
+992
790
$9K ﹤0.01%
+65
791
$9K ﹤0.01%
287
-56
792
$9K ﹤0.01%
370
+240
793
$9K ﹤0.01%
479
794
$9K ﹤0.01%
+567
795
$9K ﹤0.01%
440
+145
796
$9K ﹤0.01%
564
797
$9K ﹤0.01%
591
+497
798
$9K ﹤0.01%
265
-747
799
$9K ﹤0.01%
603
-595
800
$9K ﹤0.01%
159
30 31
32
33 34