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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
1326
$2K ﹤0.01%
25
1327
$2K ﹤0.01%
36
+22
1328
$2K ﹤0.01%
280
+157
1329
$2K ﹤0.01%
66
+59
1330
$2K ﹤0.01%
86
+50
1331
$2K ﹤0.01%
38
-123
1332
$2K ﹤0.01%
117
+43
1333
$2K ﹤0.01%
+75
1334
$2K ﹤0.01%
72
-35
1335
$2K ﹤0.01%
365
-23
1336
$2K ﹤0.01%
9
1337
$2K ﹤0.01%
+248
1338
$2K ﹤0.01%
32
1339
$2K ﹤0.01%
156
1340
$2K ﹤0.01%
500
-1,000
1341
$2K ﹤0.01%
45
+36
1342
$2K ﹤0.01%
226
1343
$2K ﹤0.01%
69
1344
$2K ﹤0.01%
156
-2,117
1345
$2K ﹤0.01%
155
+148
1346
$2K ﹤0.01%
166
-244
1347
$2K ﹤0.01%
14
1348
$2K ﹤0.01%
79
+61
1349
$2K ﹤0.01%
+69
1350
$2K ﹤0.01%
+44
52 53
54
55 56