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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
1401
$1K ﹤0.01%
+64
1402
$1K ﹤0.01%
+4
1403
$1K ﹤0.01%
+122
1404
$1K ﹤0.01%
+64
1405
$1K ﹤0.01%
+60
1406
$1K ﹤0.01%
+136
1407
$1K ﹤0.01%
+27
1408
$1K ﹤0.01%
8
1409
$1K ﹤0.01%
+6
1410
$1K ﹤0.01%
124
+114
1411
$1K ﹤0.01%
+36
1412
$1K ﹤0.01%
+56
1413
$1K ﹤0.01%
+25
1414
$1K ﹤0.01%
+30
1415
$1K ﹤0.01%
36
1416
$1K ﹤0.01%
2
-33
1417
$1K ﹤0.01%
19
1418
$1K ﹤0.01%
76
-790
1419
$1K ﹤0.01%
+186
1420
$1K ﹤0.01%
76
1421
$1K ﹤0.01%
+36
1422
$1K ﹤0.01%
+55
1423
$1K ﹤0.01%
+36
1424
$1K ﹤0.01%
1,000
1425
$1K ﹤0.01%
+65
55 56
57
58 59