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 +$940K
2 +$514K
3 +$507K
4
GBDC icon
Golub Capital BDC
GBDC
+$403K
5
LONA
LeonaBio Inc
LONA
+$392K

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
1701
$1K ﹤0.01%
43
1702
$1K ﹤0.01%
42
1703
$1K ﹤0.01%
14
-373
1704
$1K ﹤0.01%
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1705
$1K ﹤0.01%
8
1706
$1K ﹤0.01%
+4
1707
$1K ﹤0.01%
+6
1708
$1K ﹤0.01%
25
1709
$1K ﹤0.01%
16
1710
$1K ﹤0.01%
+41
1711
$1K ﹤0.01%
+16
1712
$1K ﹤0.01%
21
1713
$1K ﹤0.01%
73
1714
$1K ﹤0.01%
31
1715
$1K ﹤0.01%
9
1716
$1K ﹤0.01%
41
1717
$1K ﹤0.01%
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1718
$1K ﹤0.01%
+9
1719
$1K ﹤0.01%
160
1720
$1K ﹤0.01%
22
1721
$1K ﹤0.01%
44
1722
$1K ﹤0.01%
+5
1723
$1K ﹤0.01%
3
1724
$1K ﹤0.01%
34
1725
$1K ﹤0.01%
+36