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
376
$133K 0.02%
2,398
-48
377
$133K 0.02%
1,680
+30
378
$132K 0.02%
1,876
+72
379
$132K 0.02%
791
+15
380
$131K 0.02%
3,280
+183
381
$131K 0.02%
534
+21
382
$131K 0.02%
+1,980
383
$131K 0.02%
14,500
384
$131K 0.02%
+3,668
385
$131K 0.02%
264
+78
386
$130K 0.02%
3,754
+1,837
387
$130K 0.02%
7,022
+304
388
$130K 0.02%
13,074
+3,496
389
$130K 0.02%
11,700
+1,720
390
$130K 0.02%
1,441
391
$130K 0.02%
3,487
+548
392
$129K 0.02%
3,150
393
$129K 0.02%
4,508
+8
394
$129K 0.02%
1,227
+48
395
$128K 0.02%
1,131
+1,095
396
$126K 0.02%
881
-1,381
397
$126K 0.02%
4,362
+3,320
398
$125K 0.02%
3,922
+743
399
$125K 0.02%
926
-13
400
$125K 0.02%
1,104
+9
14 15
16
17 18