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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
1476
$2K ﹤0.01%
23
1477
$2K ﹤0.01%
68
1478
$2K ﹤0.01%
26
1479
$2K ﹤0.01%
107
1480
$2K ﹤0.01%
20
1481
$2K ﹤0.01%
35
1482
$2K ﹤0.01%
142
+6
1483
$2K ﹤0.01%
+274
1484
$2K ﹤0.01%
106
1485
$2K ﹤0.01%
208
+49
1486
$2K ﹤0.01%
70
1487
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16
+5
1489
$2K ﹤0.01%
36
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$2K ﹤0.01%
16
1491
$2K ﹤0.01%
+391
1492
$2K ﹤0.01%
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1493
– –
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+36
1495
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30
+12
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$2K ﹤0.01%
+20
1497
$2K ﹤0.01%
2
+1
1498
$2K ﹤0.01%
133
1499
$2K ﹤0.01%
55
1500
$2K ﹤0.01%
19
58 59
60
61 62