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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
1176
$5K ﹤0.01%
362
1177
$5K ﹤0.01%
24
+3
1178
$5K ﹤0.01%
+25
1179
$5K ﹤0.01%
76
-160
1180
$5K ﹤0.01%
166
+23
1181
$5K ﹤0.01%
25
-25
1182
$5K ﹤0.01%
31
-5
1183
$5K ﹤0.01%
135
1184
$5K ﹤0.01%
34
1185
$5K ﹤0.01%
108
1186
$5K ﹤0.01%
146
1187
$5K ﹤0.01%
142
1188
$5K ﹤0.01%
100
+70
1189
$5K ﹤0.01%
148
-83
1190
$5K ﹤0.01%
46
1191
$5K ﹤0.01%
70
+11
1192
$5K ﹤0.01%
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1193
$5K ﹤0.01%
271
1194
$5K ﹤0.01%
76
1195
$5K ﹤0.01%
41
1196
$5K ﹤0.01%
407
1197
$5K ﹤0.01%
322
+243
1198
$5K ﹤0.01%
239
1199
$5K ﹤0.01%
481
-684
1200
$5K ﹤0.01%
68
+23
46 47
48
49 50