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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
976
$5K ﹤0.01%
39
977
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61
-345
978
$5K ﹤0.01%
+213
979
$5K ﹤0.01%
500
980
$5K ﹤0.01%
792
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981
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36
-135
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983
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984
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985
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+194
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$5K ﹤0.01%
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987
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988
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187
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989
$5K ﹤0.01%
+919
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$5K ﹤0.01%
+150
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941
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$5K ﹤0.01%
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$5K ﹤0.01%
420
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994
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995
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+2,826
996
$5K ﹤0.01%
141
997
$5K ﹤0.01%
+393
998
$5K ﹤0.01%
+854
999
$5K ﹤0.01%
+204
1000
$5K ﹤0.01%
+66
38 39
40
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