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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

Top Sells

1
+$1.65M
2
+$1.43M
3
+$1.12M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$653K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$514K

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
1051
$7K ﹤0.01%
212
1052
$7K ﹤0.01%
182
1053
$7K ﹤0.01%
744
+117
1054
$7K ﹤0.01%
90
1055
$7K ﹤0.01%
267
-353
1056
$7K ﹤0.01%
237
+33
1057
$7K ﹤0.01%
103
+11
1058
$7K ﹤0.01%
591
+53
1059
$7K ﹤0.01%
144
-69
1060
$7K ﹤0.01%
66
+2
1061
$7K ﹤0.01%
295
+60
1062
$7K ﹤0.01%
4,120
1063
$7K ﹤0.01%
15
+2
1064
$7K ﹤0.01%
392
+34
1065
$7K ﹤0.01%
92
1066
$7K ﹤0.01%
539
+82
1067
$7K ﹤0.01%
104
1068
$7K ﹤0.01%
231
1069
$7K ﹤0.01%
696
-53
1070
$7K ﹤0.01%
39
1071
$7K ﹤0.01%
111
1072
$7K ﹤0.01%
275
1073
$7K ﹤0.01%
+135
1074
$7K ﹤0.01%
75
+15
1075
$7K ﹤0.01%
201
+4
41 42
43
44 45