LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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 +$940K
2 +$514K
3 +$507K
4
GBDC icon
Golub Capital BDC
GBDC
+$403K
5
ATHA icon
Athira Pharma
ATHA
+$392K

Sector Composition

1 Financials 13.38%
2 Technology 11.88%
3 Healthcare 3.81%
4 Consumer Discretionary 3.75%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$2K ﹤0.01%
16
+6
1552
$1K ﹤0.01%
73
1553
$1K ﹤0.01%
31
1554
$1K ﹤0.01%
90
1555
$1K ﹤0.01%
39
1556
$1K ﹤0.01%
41
1557
$1K ﹤0.01%
32
1558
$1K ﹤0.01%
+9
1559
$1K ﹤0.01%
160
1560
$1K ﹤0.01%
22
1561
$1K ﹤0.01%
44
1562
$1K ﹤0.01%
283
1563
$1K ﹤0.01%
95
1564
$1K ﹤0.01%
+4
1565
$1K ﹤0.01%
8
1566
$1K ﹤0.01%
5
1567
$1K ﹤0.01%
147
-118
1568
$1K ﹤0.01%
28
1569
$1K ﹤0.01%
45
+18
1570
$1K ﹤0.01%
+38
1571
$1K ﹤0.01%
29
1572
$1K ﹤0.01%
+13
1573
$1K ﹤0.01%
+5
1574
$1K ﹤0.01%
27
1575
$1K ﹤0.01%
+26