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 +$940K
2 +$514K
3 +$507K
4
GBDC icon
Golub Capital BDC
GBDC
+$403K
5
LONA
LeonaBio Inc
LONA
+$392K

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
1151
$6K ﹤0.01%
235
1152
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202
1153
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410
1154
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607
+112
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101
-11
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63
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1164
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70
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$5K ﹤0.01%
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1171
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1172
$5K ﹤0.01%
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1173
$5K ﹤0.01%
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1174
$5K ﹤0.01%
322
+243
1175
$5K ﹤0.01%
239