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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
1501
$2K ﹤0.01%
11
1502
$2K ﹤0.01%
45
1503
$2K ﹤0.01%
92
+30
1504
$2K ﹤0.01%
+11
1505
$2K ﹤0.01%
48
+13
1506
$2K ﹤0.01%
30
1507
$2K ﹤0.01%
57
-4
1508
$2K ﹤0.01%
54
1509
$2K ﹤0.01%
61
+41
1510
$2K ﹤0.01%
47
1511
$2K ﹤0.01%
29
1512
$2K ﹤0.01%
129
1513
$2K ﹤0.01%
7
1514
$2K ﹤0.01%
54
-49
1515
$2K ﹤0.01%
68
1516
$2K ﹤0.01%
14
1517
$2K ﹤0.01%
189
1518
$2K ﹤0.01%
9
1519
$2K ﹤0.01%
149
1520
$2K ﹤0.01%
+102
1521
$2K ﹤0.01%
8
-9
1522
$2K ﹤0.01%
145
-1,855
1523
$2K ﹤0.01%
+88
1524
$2K ﹤0.01%
23
+7
1525
$2K ﹤0.01%
44
59 60
61
62 63