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
2251
$1K ﹤0.01%
21
2252
$1K ﹤0.01%
45
2253
$1K ﹤0.01%
26
+19
2254
$1K ﹤0.01%
+288
2255
$1K ﹤0.01%
28
2256
$1K ﹤0.01%
+15
2257
$1K ﹤0.01%
+93
2258
$1K ﹤0.01%
+37
2259
$1K ﹤0.01%
+46
2260
$1K ﹤0.01%
+20
2261
$1K ﹤0.01%
123
+31
2262
$1K ﹤0.01%
+37
2263
$1K ﹤0.01%
+93
2264
$1K ﹤0.01%
+74
2265
$1K ﹤0.01%
+40
2266
$1K ﹤0.01%
22
-39
2267
$1K ﹤0.01%
+25
2268
$1K ﹤0.01%
156
2269
$1K ﹤0.01%
+32
2270
$1K ﹤0.01%
+19
2271
$1K ﹤0.01%
+46
2272
$1K ﹤0.01%
+40
2273
$1K ﹤0.01%
58
+22
2274
$1K ﹤0.01%
+140
2275
$1K ﹤0.01%
+27
89 90
91
92 93