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
2151
$1K ﹤0.01%
+16
2152
$1K ﹤0.01%
+54
2153
$1K ﹤0.01%
4
-14
2154
$1K ﹤0.01%
+12
2155
$1K ﹤0.01%
8
+6
2156
$1K ﹤0.01%
+18
2157
$1K ﹤0.01%
+35
2158
$1K ﹤0.01%
+23
2159
$1K ﹤0.01%
9
-31
2160
$1K ﹤0.01%
42
+21
2161
$1K ﹤0.01%
+37
2162
$1K ﹤0.01%
8
2163
$1K ﹤0.01%
+22
2164
$1K ﹤0.01%
14
2165
$1K ﹤0.01%
+89
2166
$1K ﹤0.01%
+13
2167
$1K ﹤0.01%
+8
2168
$1K ﹤0.01%
+10
2169
$1K ﹤0.01%
30
+14
2170
$1K ﹤0.01%
+6
2171
$1K ﹤0.01%
+30
2172
$1K ﹤0.01%
+22
2173
$1K ﹤0.01%
29
2174
$1K ﹤0.01%
+22
2175
$1K ﹤0.01%
+166
85 86
87
88 89