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

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
1551
$2K ﹤0.01%
149
1552
$1K ﹤0.01%
18
1553
$1K ﹤0.01%
20
1554
$1K ﹤0.01%
5
1555
$1K ﹤0.01%
125
1556
$1K ﹤0.01%
16
1557
$1K ﹤0.01%
+3
1558
$1K ﹤0.01%
12
1559
$1K ﹤0.01%
+20
1560
$1K ﹤0.01%
56
1561
$1K ﹤0.01%
13
-11
1562
$1K ﹤0.01%
+60
1563
$1K ﹤0.01%
23
1564
$1K ﹤0.01%
12
1565
$1K ﹤0.01%
24
1566
$1K ﹤0.01%
24
1567
$1K ﹤0.01%
+23
1568
$1K ﹤0.01%
124
1569
$1K ﹤0.01%
108
1570
$1K ﹤0.01%
108
1571
$1K ﹤0.01%
10
1572
$1K ﹤0.01%
17
1573
$1K ﹤0.01%
+44
1574
$1K ﹤0.01%
+93
1575
$1K ﹤0.01%
83