We are live on ! Find out more
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
876
$11K ﹤0.01%
1,377
+121
877
$11K ﹤0.01%
4,099
-8,901
878
$11K ﹤0.01%
82
-33
879
$11K ﹤0.01%
277
880
$11K ﹤0.01%
3,619
+1,282
881
$11K ﹤0.01%
558
882
$10K ﹤0.01%
490
883
$10K ﹤0.01%
+77
884
$10K ﹤0.01%
129
+19
885
$10K ﹤0.01%
662
+72
886
$10K ﹤0.01%
77
+13
887
$10K ﹤0.01%
499
+134
888
$10K ﹤0.01%
269
+7
889
$10K ﹤0.01%
501
-2,099
890
$10K ﹤0.01%
39
+3
891
$10K ﹤0.01%
713
+56
892
$10K ﹤0.01%
623
893
$10K ﹤0.01%
108
894
$10K ﹤0.01%
72
+4
895
$10K ﹤0.01%
298
896
$10K ﹤0.01%
50
+5
897
$10K ﹤0.01%
268
898
$10K ﹤0.01%
202
899
$10K ﹤0.01%
2,321
+1,410
900
$10K ﹤0.01%
1,450
-34
34 35
36
37 38