LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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 +$940K
2 +$514K
3 +$507K
4
GBDC icon
Golub Capital BDC
GBDC
+$403K
5
ATHA icon
Athira Pharma
ATHA
+$392K

Sector Composition

1 Financials 13.38%
2 Technology 11.88%
3 Healthcare 3.81%
4 Consumer Discretionary 3.75%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$7K ﹤0.01%
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1027
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55
+5
1028
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433
+90
1029
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1030
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1031
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102
1032
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1033
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1034
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50
+10
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1036
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1038
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1,782
1039
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1040
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1041
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1045
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1046
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1047
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1048
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1050
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+130