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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
1401
$3K ﹤0.01%
443
+14
1402
$3K ﹤0.01%
156
+32
1403
$3K ﹤0.01%
95
1404
$3K ﹤0.01%
600
1405
$3K ﹤0.01%
107
-22
1406
$2K ﹤0.01%
75
+8
1407
$2K ﹤0.01%
16
1408
$2K ﹤0.01%
58
1409
$2K ﹤0.01%
+120
1410
$2K ﹤0.01%
176
1411
$2K ﹤0.01%
63
1412
$2K ﹤0.01%
113
1413
$2K ﹤0.01%
82
1414
$2K ﹤0.01%
193
1415
$2K ﹤0.01%
50
+16
1416
$2K ﹤0.01%
118
1417
$2K ﹤0.01%
19
1418
$2K ﹤0.01%
71
1419
$2K ﹤0.01%
156
1420
$2K ﹤0.01%
22
1421
$2K ﹤0.01%
65
1422
$2K ﹤0.01%
+91
1423
$2K ﹤0.01%
+14
1424
$2K ﹤0.01%
76
1425
$2K ﹤0.01%
30
55 56
57
58 59