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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
$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
1476
$1K ﹤0.01%
+68
1477
$1K ﹤0.01%
+5
1478
$1K ﹤0.01%
33
1479
$1K ﹤0.01%
29
+1
1480
$1K ﹤0.01%
12
+8
1481
$1K ﹤0.01%
+62
1482
$1K ﹤0.01%
+141
1483
$1K ﹤0.01%
+93
1484
$1K ﹤0.01%
+73
1485
$1K ﹤0.01%
+3
1486
$1K ﹤0.01%
102
-242
1487
$1K ﹤0.01%
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1488
$1K ﹤0.01%
3
+2
1489
$1K ﹤0.01%
+119
1490
$1K ﹤0.01%
+24
1491
$1K ﹤0.01%
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1492
$1K ﹤0.01%
71
-1
1493
$1K ﹤0.01%
239
-44
1494
$1K ﹤0.01%
+102
1495
$1K ﹤0.01%
110
1496
$1K ﹤0.01%
+5
1497
$1K ﹤0.01%
+11
1498
$1K ﹤0.01%
6
1499
$1K ﹤0.01%
50
1500
$1K ﹤0.01%
+22
58 59
60
61 62