We are live on ! Find out more
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
1176
$3K ﹤0.01%
+33
1177
$3K ﹤0.01%
18
1178
$3K ﹤0.01%
+623
1179
$3K ﹤0.01%
56
1180
$3K ﹤0.01%
61
1181
$3K ﹤0.01%
328
-445
1182
$3K ﹤0.01%
118
-322
1183
$3K ﹤0.01%
131
1184
$3K ﹤0.01%
500
1185
$3K ﹤0.01%
2,292
-1,344
1186
$3K ﹤0.01%
47
-68
1187
$3K ﹤0.01%
+481
1188
$3K ﹤0.01%
95
-65
1189
$3K ﹤0.01%
51
1190
$3K ﹤0.01%
+185
1191
$3K ﹤0.01%
31
-77
1192
$3K ﹤0.01%
44
1193
$3K ﹤0.01%
+20
1194
$3K ﹤0.01%
38
-2
1195
$3K ﹤0.01%
86
-40
1196
$3K ﹤0.01%
70
1197
$3K ﹤0.01%
162
-704
1198
$3K ﹤0.01%
+146
1199
$3K ﹤0.01%
33
1200
$3K ﹤0.01%
17
-12
46 47
48
49 50