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
$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
1451
$2K ﹤0.01%
62
1452
$2K ﹤0.01%
118
-10
1453
$2K ﹤0.01%
1,000
1454
$2K ﹤0.01%
175
1455
$2K ﹤0.01%
65
1456
$2K ﹤0.01%
12
-14
1457
$2K ﹤0.01%
43
1458
$2K ﹤0.01%
56
-11
1459
$2K ﹤0.01%
377
1460
$2K ﹤0.01%
229
1461
$2K ﹤0.01%
24
1462
$2K ﹤0.01%
35
+14
1463
$2K ﹤0.01%
11
1464
$2K ﹤0.01%
27
+13
1465
$2K ﹤0.01%
15
-5
1466
$2K ﹤0.01%
29
+14
1467
$2K ﹤0.01%
93
1468
$2K ﹤0.01%
29
1469
$2K ﹤0.01%
87
1470
$2K ﹤0.01%
47
1471
$2K ﹤0.01%
15
1472
$2K ﹤0.01%
121
1473
$2K ﹤0.01%
9
+1
1474
$2K ﹤0.01%
75
-463
1475
$2K ﹤0.01%
11
57 58
59
60 61