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
2326
$1K ﹤0.01%
64
+17
2327
$1K ﹤0.01%
10
2328
$1K ﹤0.01%
164
2329
$1K ﹤0.01%
+6
2330
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+16
2331
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32
2332
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+9
2333
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18
-7
2334
$1K ﹤0.01%
+86
2335
$1K ﹤0.01%
49
-153
2336
$1K ﹤0.01%
7
2337
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+12
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$1K ﹤0.01%
22
2339
$1K ﹤0.01%
350
2340
$1K ﹤0.01%
14
-54
2341
$1K ﹤0.01%
+12
2342
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+13
2343
$1K ﹤0.01%
+188
2344
$1K ﹤0.01%
+34
2345
$1K ﹤0.01%
7
2346
$1K ﹤0.01%
11
+4
2347
$1K ﹤0.01%
+6
2348
$1K ﹤0.01%
+27
2349
$1K ﹤0.01%
+29
2350
$1K ﹤0.01%
+12
92 93
94
95 96