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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
1076
$4K ﹤0.01%
178
+1
1077
$4K ﹤0.01%
+167
1078
$4K ﹤0.01%
+319
1079
$4K ﹤0.01%
278
+195
1080
$4K ﹤0.01%
+571
1081
$4K ﹤0.01%
62
1082
$4K ﹤0.01%
15
1083
$4K ﹤0.01%
503
-74
1084
$4K ﹤0.01%
+1,000
1085
$4K ﹤0.01%
+129
1086
$4K ﹤0.01%
140
+34
1087
$4K ﹤0.01%
+403
1088
$4K ﹤0.01%
+59
1089
$4K ﹤0.01%
135
-706
1090
$4K ﹤0.01%
1,424
+424
1091
$4K ﹤0.01%
90
+68
1092
$4K ﹤0.01%
325
-736
1093
$4K ﹤0.01%
266
+228
1094
$4K ﹤0.01%
282
-392
1095
$4K ﹤0.01%
123
-729
1096
$4K ﹤0.01%
74
1097
$4K ﹤0.01%
65
+45
1098
$4K ﹤0.01%
+574
1099
$4K ﹤0.01%
427
1100
$4K ﹤0.01%
+136
42 43
44
45 46