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
$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
1251
$4K ﹤0.01%
15
+11
1252
$4K ﹤0.01%
33
1253
$4K ﹤0.01%
83
1254
$4K ﹤0.01%
166
1255
$4K ﹤0.01%
69
+20
1256
$4K ﹤0.01%
61
1257
$4K ﹤0.01%
+195
1258
$4K ﹤0.01%
200
-100
1259
$4K ﹤0.01%
52
1260
$4K ﹤0.01%
379
1261
$4K ﹤0.01%
+15
1262
$4K ﹤0.01%
243
1263
$4K ﹤0.01%
18
+3
1264
$4K ﹤0.01%
130
1265
$4K ﹤0.01%
89
1266
$4K ﹤0.01%
61
-10
1267
$4K ﹤0.01%
157
1268
$4K ﹤0.01%
+30
1269
$4K ﹤0.01%
174
1270
$4K ﹤0.01%
161
1271
$4K ﹤0.01%
51
1272
$4K ﹤0.01%
24
+5
1273
$4K ﹤0.01%
22
1274
$4K ﹤0.01%
69
1275
$4K ﹤0.01%
60
49 50
51
52 53