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
301
$184K 0.03%
6,345
302
$183K 0.03%
1,910
-1,609
303
$182K 0.03%
2,220
-694
304
$181K 0.03%
2,205
305
$180K 0.03%
18,144
+455
306
$179K 0.03%
10,846
-750
307
$179K 0.03%
4,652
-1,127
308
$178K 0.03%
4,314
-39
309
$176K 0.03%
2,685
+86
310
$175K 0.03%
3,500
-9,150
311
$174K 0.03%
2,706
+46
312
$174K 0.03%
2,149
+65
313
$173K 0.03%
1,373
-551
314
$173K 0.03%
10,170
+480
315
$173K 0.03%
2,732
+328
316
$172K 0.03%
4,993
317
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2,408
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318
$171K 0.03%
1,531
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319
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3,716
-170
320
$169K 0.03%
8,531
+1,031
321
$169K 0.03%
724
+19
322
$168K 0.03%
4,510
+447
323
$168K 0.03%
12,722
324
$167K 0.03%
3,239
+344
325
$164K 0.03%
3,840
+1,450
11 12
13
14 15