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
1101
$6K ﹤0.01%
169
+19
1102
$6K ﹤0.01%
283
+113
1103
$6K ﹤0.01%
441
1104
$6K ﹤0.01%
56
1105
$6K ﹤0.01%
62
1106
$6K ﹤0.01%
167
+31
1107
$6K ﹤0.01%
216
+43
1108
$6K ﹤0.01%
319
+81
1109
$6K ﹤0.01%
136
1110
$6K ﹤0.01%
49
+7
1111
$6K ﹤0.01%
854
1112
$6K ﹤0.01%
204
1113
$6K ﹤0.01%
125
+34
1114
$6K ﹤0.01%
64
+6
1115
$6K ﹤0.01%
377
1116
$6K ﹤0.01%
134
-90
1117
$6K ﹤0.01%
87
-33
1118
$6K ﹤0.01%
25
+4
1119
$6K ﹤0.01%
+125
1120
$6K ﹤0.01%
292
1121
$6K ﹤0.01%
167
1122
$6K ﹤0.01%
96
1123
$6K ﹤0.01%
132
1124
$6K ﹤0.01%
143
+58
1125
$6K ﹤0.01%
+250