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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
$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
1351
$3K ﹤0.01%
85
1352
$3K ﹤0.01%
81
1353
$3K ﹤0.01%
137
1354
$3K ﹤0.01%
103
1355
$3K ﹤0.01%
130
+20
1356
$3K ﹤0.01%
+171
1357
$3K ﹤0.01%
127
1358
$3K ﹤0.01%
275
+85
1359
$3K ﹤0.01%
247
1360
$3K ﹤0.01%
382
-84
1361
$3K ﹤0.01%
97
1362
$3K ﹤0.01%
146
-47
1363
$3K ﹤0.01%
39
1364
$3K ﹤0.01%
156
1365
$3K ﹤0.01%
69
-46
1366
$3K ﹤0.01%
419
1367
$3K ﹤0.01%
30
1368
$3K ﹤0.01%
67
1369
$3K ﹤0.01%
41
-2
1370
$3K ﹤0.01%
200
1371
$3K ﹤0.01%
45
-69
1372
$3K ﹤0.01%
15
+6
1373
$3K ﹤0.01%
393
1374
$3K ﹤0.01%
68
+54
1375
$3K ﹤0.01%
147
-244
53 54
55
56 57