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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
1126
$6K ﹤0.01%
167
1127
$6K ﹤0.01%
+258
1128
$6K ﹤0.01%
474
+47
1129
$6K ﹤0.01%
64
+9
1130
$6K ﹤0.01%
92
1131
$6K ﹤0.01%
130
+34
1132
$6K ﹤0.01%
1,877
1133
$6K ﹤0.01%
450
-447
1134
$6K ﹤0.01%
2
1135
$6K ﹤0.01%
101
+25
1136
$6K ﹤0.01%
509
1137
$6K ﹤0.01%
754
1138
$6K ﹤0.01%
55
1139
$6K ﹤0.01%
+120
1140
$6K ﹤0.01%
139
+17
1141
$6K ﹤0.01%
235
1142
$6K ﹤0.01%
130
+80
1143
$6K ﹤0.01%
65
-34
1144
$6K ﹤0.01%
286
1145
$6K ﹤0.01%
38
+13
1146
$6K ﹤0.01%
248
1147
$6K ﹤0.01%
31
-47
1148
$6K ﹤0.01%
410
1149
$6K ﹤0.01%
+88
1150
$6K ﹤0.01%
757
44 45
46
47 48