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
1326
$3K ﹤0.01%
70
1327
$3K ﹤0.01%
56
1328
$3K ﹤0.01%
36
-1
1329
$3K ﹤0.01%
40
1330
$3K ﹤0.01%
727
1331
$3K ﹤0.01%
112
1332
$3K ﹤0.01%
819
+292
1333
$3K ﹤0.01%
7
1334
$3K ﹤0.01%
36
+24
1335
$3K ﹤0.01%
169
1336
$3K ﹤0.01%
35
1337
$3K ﹤0.01%
96
1338
$3K ﹤0.01%
42
1339
$3K ﹤0.01%
52
-12
1340
$3K ﹤0.01%
68
1341
$3K ﹤0.01%
16
1342
$3K ﹤0.01%
108
-18
1343
$3K ﹤0.01%
+46
1344
$3K ﹤0.01%
203
-2,084
1345
$3K ﹤0.01%
107
1346
$3K ﹤0.01%
+48
1347
$3K ﹤0.01%
37
1348
$3K ﹤0.01%
+449
1349
$3K ﹤0.01%
46
1350
$3K ﹤0.01%
+40
52 53
54
55 56