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
426
$108K 0.02%
2,565
-135
427
$108K 0.02%
1,661
-44
428
$108K 0.02%
3,261
+1,620
429
$108K 0.02%
3,820
+19
430
$106K 0.02%
2,179
-14
431
$105K 0.02%
678
432
$105K 0.02%
3,124
-24
433
$104K 0.02%
5,037
434
$104K 0.02%
714
-13
435
$104K 0.02%
524
+44
436
$103K 0.02%
2,183
-4
437
$102K 0.02%
1,355
+75
438
$102K 0.02%
3,000
439
$101K 0.02%
6,789
+6,489
440
$99K 0.02%
3,980
441
$99K 0.02%
541
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$98K 0.02%
1,188
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443
$97K 0.02%
648
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444
$96K 0.02%
2,191
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445
$96K 0.02%
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446
$96K 0.02%
1,035
-6
447
$95K 0.02%
656
-409
448
$95K 0.02%
1,127
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449
$95K 0.02%
16,264
+4,298
450
$95K 0.02%
1,507
+102
16 17
18
19 20