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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
$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

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
1026
$7K ﹤0.01%
160
1027
$7K ﹤0.01%
143
1028
$7K ﹤0.01%
157
+16
1029
$7K ﹤0.01%
219
1030
$7K ﹤0.01%
221
+130
1031
$7K ﹤0.01%
638
+100
1032
$7K ﹤0.01%
68
+6
1033
$7K ﹤0.01%
399
+49
1034
$7K ﹤0.01%
1,194
+3
1035
$7K ﹤0.01%
53
+8
1036
$7K ﹤0.01%
435
1037
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117
1038
$7K ﹤0.01%
85
1039
$7K ﹤0.01%
227
1040
$7K ﹤0.01%
55
+5
1041
$7K ﹤0.01%
433
+90
1042
$7K ﹤0.01%
326
1043
$7K ﹤0.01%
1,685
1044
$7K ﹤0.01%
293
1045
$7K ﹤0.01%
50
+10
1046
$7K ﹤0.01%
290
1047
$7K ﹤0.01%
1,782
1048
$7K ﹤0.01%
76
1049
$7K ﹤0.01%
152
+53
1050
$7K ﹤0.01%
171