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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
1301
$2K ﹤0.01%
84
+9
1302
$2K ﹤0.01%
+230
1303
$2K ﹤0.01%
40
1304
$2K ﹤0.01%
28
-6
1305
$2K ﹤0.01%
63
1306
$2K ﹤0.01%
50
1307
$2K ﹤0.01%
34
1308
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+83
1309
$2K ﹤0.01%
+100
1310
$2K ﹤0.01%
218
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1311
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34
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1312
$2K ﹤0.01%
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1313
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-256
1314
$2K ﹤0.01%
+139
1315
$2K ﹤0.01%
+159
1316
$2K ﹤0.01%
+59
1317
$2K ﹤0.01%
70
1318
$2K ﹤0.01%
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1319
$2K ﹤0.01%
80
+58
1320
$2K ﹤0.01%
21
1321
$2K ﹤0.01%
37
-316
1322
$2K ﹤0.01%
+119
1323
$2K ﹤0.01%
19
1324
$2K ﹤0.01%
52
1325
$2K ﹤0.01%
64
-9
51 52
53
54 55