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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
951
$6K ﹤0.01%
2,200
-245
952
$6K ﹤0.01%
393
-342
953
$6K ﹤0.01%
377
+357
954
$6K ﹤0.01%
3,203
+1,605
955
$6K ﹤0.01%
506
-132
956
$6K ﹤0.01%
294
-1,291
957
$6K ﹤0.01%
+154
958
$6K ﹤0.01%
+292
959
$6K ﹤0.01%
778
+99
960
$6K ﹤0.01%
486
+446
961
$6K ﹤0.01%
+103
962
$6K ﹤0.01%
+550
963
$6K ﹤0.01%
+202
964
$5K ﹤0.01%
198
+64
965
$5K ﹤0.01%
72
-107
966
$5K ﹤0.01%
98
-2
967
$5K ﹤0.01%
219
-330
968
$5K ﹤0.01%
545
-660
969
$5K ﹤0.01%
216
970
$5K ﹤0.01%
+147
971
$5K ﹤0.01%
228
+140
972
$5K ﹤0.01%
217
+196
973
$5K ﹤0.01%
393
974
$5K ﹤0.01%
521
-1,222
975
$5K ﹤0.01%
+270
37 38
39
40 41