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
2376
$1K ﹤0.01%
+17
2377
$1K ﹤0.01%
22
2378
$1K ﹤0.01%
29
2379
$1K ﹤0.01%
10
2380
$1K ﹤0.01%
84
2381
$1K ﹤0.01%
25
-140
2382
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+15
2383
$1K ﹤0.01%
+28
2384
$1K ﹤0.01%
2
2385
$1K ﹤0.01%
240
-1,963
2386
$1K ﹤0.01%
28
2387
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+47
2388
$1K ﹤0.01%
+43
2389
$1K ﹤0.01%
+24
2390
$1K ﹤0.01%
+41
2391
$1K ﹤0.01%
+15
2392
$1K ﹤0.01%
+43
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$1K ﹤0.01%
41
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2394
$1K ﹤0.01%
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2395
$1K ﹤0.01%
+18
2396
$1K ﹤0.01%
28
-6
2397
$1K ﹤0.01%
14
+8
2398
$1K ﹤0.01%
19
2399
$1K ﹤0.01%
88
-115
2400
$1K ﹤0.01%
29
94 95
96
97 98