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
1701
$4K ﹤0.01%
56
+10
1702
$4K ﹤0.01%
46
-42
1703
$4K ﹤0.01%
+188
1704
$4K ﹤0.01%
1,137
+137
1705
$4K ﹤0.01%
46
-30
1706
$4K ﹤0.01%
437
+201
1707
$4K ﹤0.01%
+109
1708
$4K ﹤0.01%
113
+13
1709
$4K ﹤0.01%
67
+20
1710
$4K ﹤0.01%
16
-3
1711
$4K ﹤0.01%
63
-29
1712
$4K ﹤0.01%
30
+14
1713
$4K ﹤0.01%
57
-94
1714
$4K ﹤0.01%
67
1715
$4K ﹤0.01%
+81
1716
$4K ﹤0.01%
100
1717
$4K ﹤0.01%
+76
1718
$4K ﹤0.01%
+135
1719
$4K ﹤0.01%
61
-31
1720
$4K ﹤0.01%
131
1721
$4K ﹤0.01%
27
-25
1722
$4K ﹤0.01%
+187
1723
$4K ﹤0.01%
54
+39
1724
$4K ﹤0.01%
66
+33
1725
$4K ﹤0.01%
397
-721
67 68
69
70 71