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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
851
$7K ﹤0.01%
852
+346
852
$7K ﹤0.01%
+44
853
$7K ﹤0.01%
137
-127
854
$7K ﹤0.01%
+655
855
$7K ﹤0.01%
168
-22
856
$7K ﹤0.01%
132
-375
857
$7K ﹤0.01%
85
858
$7K ﹤0.01%
426
-163
859
$7K ﹤0.01%
+504
860
$7K ﹤0.01%
373
-539
861
$7K ﹤0.01%
258
-503
862
$7K ﹤0.01%
57
-58
863
$7K ﹤0.01%
118
+30
864
$7K ﹤0.01%
2,130
-621
865
$7K ﹤0.01%
126
866
$7K ﹤0.01%
1,445
+574
867
$7K ﹤0.01%
277
+173
868
$7K ﹤0.01%
+298
869
$7K ﹤0.01%
435
870
$7K ﹤0.01%
+401
871
$7K ﹤0.01%
168
-76
872
$7K ﹤0.01%
155
+119
873
$7K ﹤0.01%
77
+11
874
$7K ﹤0.01%
256
-672
875
$7K ﹤0.01%
142
+87
33 34
35
36 37