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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
1351
$2K ﹤0.01%
40
1352
$2K ﹤0.01%
+62
1353
$2K ﹤0.01%
29
+7
1354
$2K ﹤0.01%
184
+26
1355
$2K ﹤0.01%
1,308
1356
$2K ﹤0.01%
+81
1357
$2K ﹤0.01%
37
1358
$2K ﹤0.01%
+67
1359
$2K ﹤0.01%
321
-2,448
1360
$2K ﹤0.01%
489
-2,178
1361
$2K ﹤0.01%
16
-93
1362
$2K ﹤0.01%
+43
1363
$2K ﹤0.01%
75
+38
1364
$2K ﹤0.01%
57
-211
1365
$2K ﹤0.01%
156
1366
$1K ﹤0.01%
+40
1367
$1K ﹤0.01%
+75
1368
$1K ﹤0.01%
+175
1369
$1K ﹤0.01%
8
1370
$1K ﹤0.01%
46
-57
1371
$1K ﹤0.01%
9
1372
$1K ﹤0.01%
50
1373
$1K ﹤0.01%
82
-227
1374
$1K ﹤0.01%
+100
1375
$1K ﹤0.01%
+73
53 54
55
56 57