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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
826
$8K ﹤0.01%
168
-24
827
$8K ﹤0.01%
623
-81
828
$8K ﹤0.01%
39
+10
829
$8K ﹤0.01%
+321
830
$8K ﹤0.01%
416
+371
831
$8K ﹤0.01%
709
-929
832
$8K ﹤0.01%
55
+40
833
$8K ﹤0.01%
55
+14
834
$8K ﹤0.01%
269
-153
835
$8K ﹤0.01%
+1,515
836
$8K ﹤0.01%
745
+686
837
$8K ﹤0.01%
201
-33
838
$8K ﹤0.01%
214
+202
839
$8K ﹤0.01%
+3
840
$8K ﹤0.01%
197
+180
841
$8K ﹤0.01%
+378
842
$8K ﹤0.01%
152
-27
843
$8K ﹤0.01%
+340
844
$8K ﹤0.01%
161
+13
845
$8K ﹤0.01%
+20
846
$8K ﹤0.01%
335
-156
847
$8K ﹤0.01%
2,373
-4,647
848
$8K ﹤0.01%
4,152
+3,922
849
$8K ﹤0.01%
608
-2,246
850
$8K ﹤0.01%
91
-62
32 33
34
35 36