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
26
$3.31M 0.55%
9,538
-339
27
$3.18M 0.53%
28,247
+4,881
28
$2.5M 0.41%
61,172
+15,196
29
$2.34M 0.39%
6,164
+1,866
30
$2.31M 0.38%
24,528
-1,294
31
$2.17M 0.36%
20,020
+4
32
$2.12M 0.35%
7,743
+1,781
33
$2.11M 0.35%
35,021
+1,137
34
$2.02M 0.33%
12,120
+897
35
$2.02M 0.33%
133,200
+38,430
36
$1.95M 0.32%
9,513
-3,269
37
$1.95M 0.32%
46,709
+13,651
38
$1.94M 0.32%
8,649
+1,479
39
$1.84M 0.3%
183,672
-66,438
40
$1.81M 0.3%
21,226
-1,487
41
$1.75M 0.29%
12,783
+1,422
42
$1.73M 0.29%
33,998
+1,154
43
$1.72M 0.28%
11,208
+1,148
44
$1.71M 0.28%
70,063
-1,493
45
$1.7M 0.28%
11,728
+503
46
$1.66M 0.28%
5,936
+2,534
47
$1.61M 0.27%
6,507
+1,574
48
$1.59M 0.26%
17,436
+1,377
49
$1.55M 0.26%
4,788
+3,548
50
$1.47M 0.24%
15,256
-2,439
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