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
1751
$4K ﹤0.01%
64
+22
1752
$4K ﹤0.01%
+50
1753
$4K ﹤0.01%
108
1754
$4K ﹤0.01%
+158
1755
$4K ﹤0.01%
51
+41
1756
$4K ﹤0.01%
271
1757
$4K ﹤0.01%
582
+156
1758
$4K ﹤0.01%
+602
1759
$4K ﹤0.01%
+64
1760
$3K ﹤0.01%
+74
1761
$3K ﹤0.01%
99
-51
1762
$3K ﹤0.01%
+9
1763
$3K ﹤0.01%
+102
1764
$3K ﹤0.01%
102
+70
1765
$3K ﹤0.01%
+301
1766
$3K ﹤0.01%
82
1767
$3K ﹤0.01%
29
+8
1768
$3K ﹤0.01%
40
1769
$3K ﹤0.01%
75
+48
1770
$3K ﹤0.01%
25
+20
1771
$3K ﹤0.01%
+68
1772
$3K ﹤0.01%
+99
1773
$3K ﹤0.01%
+369
1774
$3K ﹤0.01%
+161
1775
$3K ﹤0.01%
61
+33
69 70
71
72 73