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
1651
$4K ﹤0.01%
86
+58
1652
$4K ﹤0.01%
167
+68
1653
$4K ﹤0.01%
+208
1654
$4K ﹤0.01%
54
-69
1655
$4K ﹤0.01%
27
+5
1656
$4K ﹤0.01%
64
1657
$4K ﹤0.01%
105
+29
1658
$4K ﹤0.01%
126
1659
$4K ﹤0.01%
+311
1660
$4K ﹤0.01%
39
+6
1661
$4K ﹤0.01%
79
1662
$4K ﹤0.01%
+226
1663
$4K ﹤0.01%
+158
1664
$4K ﹤0.01%
79
+22
1665
$4K ﹤0.01%
182
+29
1666
$4K ﹤0.01%
+181
1667
$4K ﹤0.01%
+173
1668
$4K ﹤0.01%
44
+8
1669
$4K ﹤0.01%
+437
1670
$4K ﹤0.01%
138
1671
$4K ﹤0.01%
166
-64
1672
$4K ﹤0.01%
17
+4
1673
$4K ﹤0.01%
54
-1
1674
$4K ﹤0.01%
33
-29
1675
$4K ﹤0.01%
+23
65 66
67
68 69