LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
+$2.72M
2
+$2.15M
3
+$1.97M
4
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.82M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M

Top Sells

1
+$2.13M
2
+$1.13M
3
+$689K
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
2376
$1K ﹤0.01%
32
2377
$1K ﹤0.01%
+289
2378
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+20
2379
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21
2380
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45
2381
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26
+19
2382
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+288
2383
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+6
2384
$1K ﹤0.01%
+30
2385
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+142
2386
$1K ﹤0.01%
+56
2387
$1K ﹤0.01%
+46
2388
$1K ﹤0.01%
+7
2389
$1K ﹤0.01%
+16
2390
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+61
2391
$1K ﹤0.01%
65
2392
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+37
2393
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+27
2394
$1K ﹤0.01%
64
+17
2395
$1K ﹤0.01%
10
2396
$1K ﹤0.01%
+6
2397
$1K ﹤0.01%
7
2398
$1K ﹤0.01%
+12
2399
$1K ﹤0.01%
22
2400
$1K ﹤0.01%
18
94 95
96
97 98