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
401
$124K 0.02%
1,050
402
$122K 0.02%
3,190
403
$122K 0.02%
2,206
+431
404
$121K 0.02%
1,983
+861
405
$120K 0.02%
2,612
+152
406
$119K 0.02%
1,528
+747
407
$119K 0.02%
4,384
-196
408
$118K 0.02%
2,497
+880
409
$118K 0.02%
954
+13
410
$117K 0.02%
4,960
+2,480
411
$115K 0.02%
2,087
-947
412
$115K 0.02%
2,747
+2,300
413
$115K 0.02%
3,269
+623
414
$114K 0.02%
8,967
+628
415
$114K 0.02%
1,846
+1,642
416
$114K 0.02%
1,000
417
$113K 0.02%
5,361
+51
418
$112K 0.02%
3,223
+14
419
$112K 0.02%
2,668
+577
420
$111K 0.02%
3,193
+1,616
421
$111K 0.02%
3,104
+121
422
$110K 0.02%
10,307
423
$109K 0.02%
3,547
-8
424
$109K 0.02%
1,574
+33
425
$108K 0.02%
1,703
+1,254
15 16
17
18 19