LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
-$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,699
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.18M
3
+$1.99M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.85M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.81M

Top Sells

1
+$2.11M
2
+$1.1M
3
+$616K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$524K
5
HIX
Western Asset High Income Fund II
HIX
+$516K

Sector Composition

1 Financials 14.19%
2 Technology 12.41%
3 Healthcare 4.56%
4 Consumer Discretionary 4.33%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$5K ﹤0.01%
199
+43
1627
$5K ﹤0.01%
44
1628
$5K ﹤0.01%
50
+11
1629
$5K ﹤0.01%
382
-68
1630
$5K ﹤0.01%
156
1631
$5K ﹤0.01%
+252
1632
$5K ﹤0.01%
443
+360
1633
$5K ﹤0.01%
407
1634
$5K ﹤0.01%
68
+19
1635
$5K ﹤0.01%
275
-203
1636
$5K ﹤0.01%
+258
1637
$5K ﹤0.01%
66
+36
1638
$5K ﹤0.01%
977
-426
1639
$5K ﹤0.01%
+83
1640
$5K ﹤0.01%
+210
1641
$5K ﹤0.01%
165
+111
1642
$5K ﹤0.01%
179
+56
1643
$5K ﹤0.01%
74
-99
1644
$5K ﹤0.01%
63
+10
1645
$5K ﹤0.01%
32
-9
1646
$5K ﹤0.01%
16
+9
1647
$5K ﹤0.01%
495
+481
1648
$5K ﹤0.01%
+109
1649
$5K ﹤0.01%
61
-56
1650
$4K ﹤0.01%
21
+11
64 65
66
67 68