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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
$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
1251
$3K ﹤0.01%
+461
1252
$3K ﹤0.01%
14,500
1253
$3K ﹤0.01%
999
-1,135
1254
$2K ﹤0.01%
+66
1255
$2K ﹤0.01%
68
+40
1256
$2K ﹤0.01%
64
-82
1257
$2K ﹤0.01%
14
-44
1258
$2K ﹤0.01%
51
+28
1259
$2K ﹤0.01%
82
-110
1260
$2K ﹤0.01%
44
-370
1261
$2K ﹤0.01%
+267
1262
$2K ﹤0.01%
95
+50
1263
$2K ﹤0.01%
101
+46
1264
$2K ﹤0.01%
43
-27
1265
$2K ﹤0.01%
+181
1266
$2K ﹤0.01%
78
1267
$2K ﹤0.01%
40
-35
1268
$2K ﹤0.01%
38
1269
$2K ﹤0.01%
+50
1270
$2K ﹤0.01%
21
1271
$2K ﹤0.01%
82
-8
1272
$2K ﹤0.01%
+12
1273
$2K ﹤0.01%
37
-26
1274
$2K ﹤0.01%
85
+54
1275
$2K ﹤0.01%
30
-32
49 50
51
52 53