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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
1626
$1K ﹤0.01%
+120
1627
$1K ﹤0.01%
45
1628
$1K ﹤0.01%
56
1629
$1K ﹤0.01%
14
1630
$1K ﹤0.01%
+37
1631
$1K ﹤0.01%
+61
1632
$1K ﹤0.01%
45
+32
1633
$1K ﹤0.01%
64
+8
1634
$1K ﹤0.01%
1,000
1635
$1K ﹤0.01%
64
-1,727
1636
$1K ﹤0.01%
+6
1637
$1K ﹤0.01%
+56
1638
$1K ﹤0.01%
+46
1639
$1K ﹤0.01%
+109
1640
$1K ﹤0.01%
377
1641
$1K ﹤0.01%
+72
1642
$1K ﹤0.01%
+76
1643
$1K ﹤0.01%
7
1644
$1K ﹤0.01%
30
-20
1645
$1K ﹤0.01%
+22
1646
$1K ﹤0.01%
20
-77
1647
$1K ﹤0.01%
+19
1648
$1K ﹤0.01%
+20
1649
$1K ﹤0.01%
+43
1650
$1K ﹤0.01%
+18
64 65
66
67 68