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
1851
$3K ﹤0.01%
106
1852
$3K ﹤0.01%
500
1853
$3K ﹤0.01%
+83
1854
$3K ﹤0.01%
35
-83
1855
$3K ﹤0.01%
95
1856
$3K ﹤0.01%
150
1857
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40
1858
$3K ﹤0.01%
45
1859
$3K ﹤0.01%
+37
1860
$3K ﹤0.01%
36
+6
1861
$3K ﹤0.01%
56
+21
1862
$3K ﹤0.01%
110
+55
1863
$3K ﹤0.01%
54
1864
$3K ﹤0.01%
+147
1865
$3K ﹤0.01%
101
-24
1866
$3K ﹤0.01%
35
-40
1867
$3K ﹤0.01%
+170
1868
$3K ﹤0.01%
15
+2
1869
$3K ﹤0.01%
68
1870
$3K ﹤0.01%
189
1871
$3K ﹤0.01%
+95
1872
$3K ﹤0.01%
26
+6
1873
$3K ﹤0.01%
23
-139
1874
$3K ﹤0.01%
+790
1875
$3K ﹤0.01%
15
73 74
75
76 77