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
$605M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,935
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$11.8M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.05M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$1.9M

Top Sells

1
+$2.38M
2
+$1.84M
3
+$1.69M
4
DBGI
Digital Brands Group
DBGI
+$1.37M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M

Sector Composition

1 Financials 18.89%
2 Technology 11.63%
3 Healthcare 5.08%
4 Consumer Discretionary 3.93%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$238K 0.04%
13,611
+196
252
$236K 0.04%
958
+8
253
$235K 0.04%
1,917
+1,303
254
$235K 0.04%
357
+7
255
$233K 0.04%
2,087
-93
256
$233K 0.04%
2,154
-1,250
257
$231K 0.04%
949
-1,409
258
$231K 0.04%
4,128
+1,602
259
$229K 0.04%
1,528
+186
260
$227K 0.04%
2,118
-154
261
$227K 0.04%
1,669
+1,507
262
$224K 0.04%
2,669
263
$224K 0.04%
7,186
+1,476
264
$224K 0.04%
1,725
+1
265
$222K 0.04%
2,313
+186
266
$219K 0.04%
4,236
-116
267
$219K 0.04%
671
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268
$219K 0.04%
14,100
-4,950
269
$219K 0.04%
4,350
+1,500
270
$216K 0.04%
4,882
+285
271
$213K 0.04%
2,677
+339
272
$213K 0.04%
7,272
+2,456
273
$213K 0.04%
12,019
+1,915
274
$212K 0.04%
4,029
+477
275
$209K 0.03%
4,379
9 10
11
12 13