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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
1576
$1K ﹤0.01%
39
1577
$1K ﹤0.01%
3
1578
$1K ﹤0.01%
34
1579
$1K ﹤0.01%
35
-30
1580
$1K ﹤0.01%
62
1581
$1K ﹤0.01%
24
1582
$1K ﹤0.01%
+36
1583
$1K ﹤0.01%
27
1584
$1K ﹤0.01%
+17
1585
$1K ﹤0.01%
22
-18
1586
$1K ﹤0.01%
+186
1587
$1K ﹤0.01%
21
1588
$1K ﹤0.01%
77
-58
1589
$1K ﹤0.01%
26
+1
1590
$1K ﹤0.01%
98
1591
$1K ﹤0.01%
+15
1592
$1K ﹤0.01%
11
1593
$1K ﹤0.01%
+5
1594
$1K ﹤0.01%
31
-13
1595
$1K ﹤0.01%
+142
1596
$1K ﹤0.01%
+8
1597
$1K ﹤0.01%
126
1598
$1K ﹤0.01%
10
1599
$1K ﹤0.01%
18
1600
$1K ﹤0.01%
24
62 63
64
65 66