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
2276
$1K ﹤0.01%
+7
2277
$1K ﹤0.01%
+30
2278
$1K ﹤0.01%
+23
2279
$1K ﹤0.01%
315
2280
$1K ﹤0.01%
+32
2281
$1K ﹤0.01%
+95
2282
$1K ﹤0.01%
+16
2283
$1K ﹤0.01%
+61
2284
$1K ﹤0.01%
65
2285
$1K ﹤0.01%
+37
2286
$1K ﹤0.01%
+7
2287
$1K ﹤0.01%
+27
2288
$1K ﹤0.01%
+21
2289
$1K ﹤0.01%
+69
2290
$1K ﹤0.01%
+34
2291
$1K ﹤0.01%
33
-190
2292
$1K ﹤0.01%
+36
2293
$1K ﹤0.01%
+65
2294
$1K ﹤0.01%
100
2295
$1K ﹤0.01%
+6
2296
$1K ﹤0.01%
+45
2297
$1K ﹤0.01%
34
-13
2298
$1K ﹤0.01%
29
+17
2299
$1K ﹤0.01%
21
-11
2300
$1K ﹤0.01%
18
-709
90 91
92
93 94