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
2226
$1K ﹤0.01%
+57
2227
$1K ﹤0.01%
+124
2228
$1K ﹤0.01%
+7
2229
$1K ﹤0.01%
+8
2230
$1K ﹤0.01%
+7
2231
$1K ﹤0.01%
32
2232
$1K ﹤0.01%
46
2233
$1K ﹤0.01%
8
-47
2234
$1K ﹤0.01%
+8
2235
$1K ﹤0.01%
+25
2236
$1K ﹤0.01%
+289
2237
$1K ﹤0.01%
+30
2238
$1K ﹤0.01%
+10
2239
$1K ﹤0.01%
+3
2240
$1K ﹤0.01%
+40
2241
$1K ﹤0.01%
+57
2242
$1K ﹤0.01%
+16
2243
$1K ﹤0.01%
15
+7
2244
$1K ﹤0.01%
+54
2245
$1K ﹤0.01%
+23
2246
$1K ﹤0.01%
10
+2
2247
$1K ﹤0.01%
+124
2248
$1K ﹤0.01%
10
2249
$1K ﹤0.01%
+20
2250
$1K ﹤0.01%
3
88 89
90
91 92