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
$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
1426
$1K ﹤0.01%
30
-804
1427
$1K ﹤0.01%
18
-38
1428
$1K ﹤0.01%
+169
1429
$1K ﹤0.01%
21
1430
$1K ﹤0.01%
+57
1431
$1K ﹤0.01%
+103
1432
$1K ﹤0.01%
29
-78
1433
$1K ﹤0.01%
105
-122
1434
$1K ﹤0.01%
+50
1435
$1K ﹤0.01%
556
-659
1436
$1K ﹤0.01%
+36
1437
$1K ﹤0.01%
39
-132
1438
$1K ﹤0.01%
43
1439
$1K ﹤0.01%
16
-70
1440
$1K ﹤0.01%
+3
1441
$1K ﹤0.01%
+23
1442
$1K ﹤0.01%
382
-519
1443
$1K ﹤0.01%
25
1444
$1K ﹤0.01%
35
-102
1445
$1K ﹤0.01%
+55
1446
$1K ﹤0.01%
+13
1447
$1K ﹤0.01%
+82
1448
$1K ﹤0.01%
53
-17
1449
$1K ﹤0.01%
+82
1450
$1K ﹤0.01%
+168
56 57
58
59 60