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
1226
$3K ﹤0.01%
+29
1227
$3K ﹤0.01%
199
-279
1228
$3K ﹤0.01%
+123
1229
$3K ﹤0.01%
+215
1230
$3K ﹤0.01%
262
-178
1231
$3K ﹤0.01%
+621
1232
$3K ﹤0.01%
+1,068
1233
$3K ﹤0.01%
48
1234
$3K ﹤0.01%
229
+58
1235
$3K ﹤0.01%
139
1236
$3K ﹤0.01%
416
+309
1237
$3K ﹤0.01%
170
1238
$3K ﹤0.01%
105
-68
1239
$3K ﹤0.01%
+596
1240
$3K ﹤0.01%
83
-111
1241
$3K ﹤0.01%
211
1242
$3K ﹤0.01%
45
+11
1243
$3K ﹤0.01%
58
-21
1244
$3K ﹤0.01%
180
1245
$3K ﹤0.01%
419
-700
1246
$3K ﹤0.01%
172
1247
$3K ﹤0.01%
15
+4
1248
$3K ﹤0.01%
73
-190
1249
$3K ﹤0.01%
49
1250
$3K ﹤0.01%
441
48 49
50
51 52