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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
1051
$4K ﹤0.01%
1,410
+90
1052
$4K ﹤0.01%
1,123
+889
1053
$4K ﹤0.01%
+143
1054
$4K ﹤0.01%
+172
1055
$4K ﹤0.01%
+326
1056
$4K ﹤0.01%
+961
1057
$4K ﹤0.01%
226
+4
1058
$4K ﹤0.01%
1,877
+970
1059
$4K ﹤0.01%
+581
1060
$4K ﹤0.01%
170
-242
1061
$4K ﹤0.01%
152
1062
$4K ﹤0.01%
38
-180
1063
$4K ﹤0.01%
58
-46
1064
$4K ﹤0.01%
+96
1065
$4K ﹤0.01%
+112
1066
$4K ﹤0.01%
86
-435
1067
$4K ﹤0.01%
+616
1068
$4K ﹤0.01%
76
-324
1069
$4K ﹤0.01%
+319
1070
$4K ﹤0.01%
255
+63
1071
$4K ﹤0.01%
345
+303
1072
$4K ﹤0.01%
+162
1073
$4K ﹤0.01%
+490
1074
$4K ﹤0.01%
118
+29
1075
$4K ﹤0.01%
151
+90
41 42
43
44 45