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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
1126
$4K ﹤0.01%
47
-22
1127
$4K ﹤0.01%
+55
1128
$4K ﹤0.01%
310
-5
1129
$4K ﹤0.01%
138
-124
1130
$4K ﹤0.01%
+191
1131
$4K ﹤0.01%
+625
1132
$4K ﹤0.01%
46
1133
$4K ﹤0.01%
+242
1134
$4K ﹤0.01%
432
+366
1135
$4K ﹤0.01%
199
-71
1136
$4K ﹤0.01%
419
-870
1137
$4K ﹤0.01%
227
-66
1138
$4K ﹤0.01%
110
-451
1139
$4K ﹤0.01%
62
-568
1140
$4K ﹤0.01%
247
+112
1141
$4K ﹤0.01%
44
-181
1142
$4K ﹤0.01%
185
+163
1143
$4K ﹤0.01%
1,376
+625
1144
$4K ﹤0.01%
276
+237
1145
$4K ﹤0.01%
157
+14
1146
$4K ﹤0.01%
35
-12
1147
$3K ﹤0.01%
36
+10
1148
$3K ﹤0.01%
471
-374
1149
$3K ﹤0.01%
130
1150
$3K ﹤0.01%
19
-100
44 45
46
47 48