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
2401
$1K ﹤0.01%
+7
2402
$1K ﹤0.01%
+36
2403
$1K ﹤0.01%
19
-216
2404
$1K ﹤0.01%
6
2405
$1K ﹤0.01%
+42
2406
$1K ﹤0.01%
+15
2407
$1K ﹤0.01%
+61
2408
$1K ﹤0.01%
83
+31
2409
$1K ﹤0.01%
33
-8
2410
$1K ﹤0.01%
37
+15
2411
$1K ﹤0.01%
40
+22
2412
$1K ﹤0.01%
+11
2413
$1K ﹤0.01%
+10
2414
$1K ﹤0.01%
+8
2415
$1K ﹤0.01%
18
-4
2416
$1K ﹤0.01%
+26
2417
$1K ﹤0.01%
56
+24
2418
$1K ﹤0.01%
+17
2419
$1K ﹤0.01%
+12
2420
$1K ﹤0.01%
34
2421
$1K ﹤0.01%
+29
2422
$1K ﹤0.01%
+10
2423
$1K ﹤0.01%
+23
2424
$1K ﹤0.01%
+11
2425
$1K ﹤0.01%
+20
95 96
97
98 99