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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
1551
$1K ﹤0.01%
+16
1552
$1K ﹤0.01%
14
1553
$1K ﹤0.01%
+36
1554
$1K ﹤0.01%
57
1555
$1K ﹤0.01%
+32
1556
$1K ﹤0.01%
+41
1557
$1K ﹤0.01%
+142
1558
$1K ﹤0.01%
+393
1559
$1K ﹤0.01%
+141
1560
$1K ﹤0.01%
10
1561
$1K ﹤0.01%
40
-93
1562
$1K ﹤0.01%
16
1563
$1K ﹤0.01%
156
-683
1564
$1K ﹤0.01%
61
-25
1565
$1K ﹤0.01%
+93
1566
$1K ﹤0.01%
35
1567
$1K ﹤0.01%
4
-17
1568
$1K ﹤0.01%
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1569
$1K ﹤0.01%
18
-125
1570
$1K ﹤0.01%
+42
1571
$1K ﹤0.01%
34
-431
1572
$1K ﹤0.01%
24
1573
$1K ﹤0.01%
+725
1574
$1K ﹤0.01%
55
-17
1575
$1K ﹤0.01%
92
-503
61 62
63
64 65