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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
1601
$1K ﹤0.01%
83
+63
1602
$1K ﹤0.01%
+125
1603
$1K ﹤0.01%
61
-610
1604
$1K ﹤0.01%
+3
1605
$1K ﹤0.01%
+14
1606
$1K ﹤0.01%
+90
1607
$1K ﹤0.01%
15
-9
1608
$1K ﹤0.01%
6
+4
1609
$1K ﹤0.01%
+209
1610
$1K ﹤0.01%
30
1611
$1K ﹤0.01%
6
1612
$1K ﹤0.01%
+28
1613
$1K ﹤0.01%
34
1614
$1K ﹤0.01%
20
1615
$1K ﹤0.01%
7
1616
$1K ﹤0.01%
23
1617
$1K ﹤0.01%
20
+1
1618
$1K ﹤0.01%
43
-1,957
1619
$1K ﹤0.01%
164
1620
$1K ﹤0.01%
4
1621
$1K ﹤0.01%
+91
1622
$1K ﹤0.01%
+95
1623
$1K ﹤0.01%
+36
1624
$1K ﹤0.01%
108
1625
$1K ﹤0.01%
16
63 64
65
66 67