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
451
$95K 0.02%
2,120
-1,000
452
$94K 0.02%
2,221
-95
453
$94K 0.02%
1,347
+61
454
$94K 0.02%
1,250
+40
455
$94K 0.02%
1,323
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456
$93K 0.02%
3,293
457
$93K 0.02%
1,387
-20
458
$93K 0.02%
1,845
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459
$93K 0.02%
2,526
-598
460
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1,549
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461
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445
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462
$91K 0.02%
1,983
463
$90K 0.01%
1,661
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464
$90K 0.01%
959
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465
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190
-38
466
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728
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467
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5,225
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$87K 0.01%
2,710
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470
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3,294
+1,552
471
$87K 0.01%
2,061
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472
$87K 0.01%
5,139
+40
473
$87K 0.01%
1,250
474
$87K 0.01%
2,316
475
$86K 0.01%
558
+108
17 18
19
20 21