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
351
$149K 0.02%
97,700
352
$149K 0.02%
2,090
+427
353
$149K 0.02%
1,158
+1,011
354
$148K 0.02%
1,588
+48
355
$148K 0.02%
21,816
+674
356
$148K 0.02%
6,024
+352
357
$146K 0.02%
68
+11
358
$146K 0.02%
303
+57
359
$146K 0.02%
1,642
360
$146K 0.02%
1,237
+29
361
$145K 0.02%
2,459
+1,045
362
$145K 0.02%
3,750
363
$144K 0.02%
2,200
+168
364
$144K 0.02%
8,887
-5,039
365
$143K 0.02%
299
-169
366
$142K 0.02%
2,626
+170
367
$142K 0.02%
6,200
368
$141K 0.02%
1,280
+304
369
$139K 0.02%
3,041
+62
370
$138K 0.02%
1,135
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371
$137K 0.02%
3,184
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372
$136K 0.02%
967
+53
373
$136K 0.02%
10,397
+2,898
374
$135K 0.02%
1,462
+89
375
$134K 0.02%
793
+449
13 14
15
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