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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
$1.13B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,958
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$5.05M
3
+$3.78M
4
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$2.88M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M

Top Sells

1
+$2.67M
2
+$2.19M
3
+$1.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.72M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.63M

Sector Composition

1 Technology 17.03%
2 Financials 11.91%
3 Healthcare 6.6%
4 Communication Services 4.01%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
– –
0
2952
$0 ﹤0.01%
142
2953
– –
-10,000
2954
$0 ﹤0.01%
80
2955
– –
-92
2956
$0 ﹤0.01%
65
2957
– –
-8,216
115 116 117 118
119