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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
1426
$2K ﹤0.01%
40
1427
$2K ﹤0.01%
104
+35
1428
$2K ﹤0.01%
54
-109
1429
$2K ﹤0.01%
60
-16
1430
$2K ﹤0.01%
16
1431
$2K ﹤0.01%
48
1432
$2K ﹤0.01%
26
+12
1433
$2K ﹤0.01%
73
1434
$2K ﹤0.01%
17
1435
$2K ﹤0.01%
26
1436
$2K ﹤0.01%
134
1437
$2K ﹤0.01%
426
1438
$2K ﹤0.01%
38
1439
$2K ﹤0.01%
16
+6
1440
$2K ﹤0.01%
289
1441
$2K ﹤0.01%
42
1442
$2K ﹤0.01%
+15
1443
$2K ﹤0.01%
157
1444
$2K ﹤0.01%
15
1445
$2K ﹤0.01%
22
+7
1446
$2K ﹤0.01%
48
1447
$2K ﹤0.01%
282
1448
$2K ﹤0.01%
95
1449
$2K ﹤0.01%
67
1450
$2K ﹤0.01%
54
56 57
58
59 60