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
1451
$1K ﹤0.01%
+13
1452
$1K ﹤0.01%
+25
1453
$1K ﹤0.01%
+29
1454
$1K ﹤0.01%
+62
1455
$1K ﹤0.01%
200
-299
1456
$1K ﹤0.01%
+31
1457
$1K ﹤0.01%
22
1458
$1K ﹤0.01%
33
-29
1459
$1K ﹤0.01%
+43
1460
$1K ﹤0.01%
+23
1461
$1K ﹤0.01%
9
1462
$1K ﹤0.01%
+14
1463
$1K ﹤0.01%
43
-140
1464
$1K ﹤0.01%
+42
1465
$1K ﹤0.01%
+41
1466
$1K ﹤0.01%
46
-444
1467
$1K ﹤0.01%
199
-403
1468
$1K ﹤0.01%
26
-11
1469
$1K ﹤0.01%
64
1470
$1K ﹤0.01%
283
-4,364
1471
$1K ﹤0.01%
+6
1472
$1K ﹤0.01%
+39
1473
$1K ﹤0.01%
+34
1474
$1K ﹤0.01%
+8
1475
$1K ﹤0.01%
14
57 58
59
60 61