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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
1526
$2K ﹤0.01%
47
1527
$2K ﹤0.01%
+9
1528
$2K ﹤0.01%
66
1529
$2K ﹤0.01%
57
1530
$2K ﹤0.01%
111
-61
1531
$2K ﹤0.01%
40
1532
$2K ﹤0.01%
6
+2
1533
$2K ﹤0.01%
53
-97
1534
$2K ﹤0.01%
21
1535
$2K ﹤0.01%
26
+9
1536
$2K ﹤0.01%
106
-69
1537
$2K ﹤0.01%
130
+67
1538
$2K ﹤0.01%
19
+5
1539
$2K ﹤0.01%
80
1540
$2K ﹤0.01%
61
1541
$2K ﹤0.01%
84
-4,457
1542
$2K ﹤0.01%
96
1543
$2K ﹤0.01%
132
1544
$2K ﹤0.01%
9
1545
$2K ﹤0.01%
34
1546
$2K ﹤0.01%
56
1547
$2K ﹤0.01%
159
1548
$2K ﹤0.01%
22
1549
$2K ﹤0.01%
84
1550
$2K ﹤0.01%
164
60 61
62
63 64