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
476
$86K 0.01%
5,301
477
$86K 0.01%
1,570
-92
478
$86K 0.01%
4,341
+3,768
479
$86K 0.01%
1,075
+21
480
$86K 0.01%
1,310
+1,253
481
$85K 0.01%
285
+49
482
$85K 0.01%
372
+1
483
$85K 0.01%
16,010
+4,067
484
$85K 0.01%
6,024
-1,219
485
$85K 0.01%
1,100
486
$85K 0.01%
5,650
487
$84K 0.01%
310
+35
488
$84K 0.01%
6,700
489
$84K 0.01%
780
+49
490
$83K 0.01%
556
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491
$83K 0.01%
6,600
492
$83K 0.01%
1,225
-37
493
$83K 0.01%
2,390
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494
$82K 0.01%
3,381
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495
$82K 0.01%
717
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496
$82K 0.01%
1,325
-168
497
$82K 0.01%
1,556
-94
498
$82K 0.01%
+6,092
499
$81K 0.01%
1,830
-24
500
$81K 0.01%
6,530
+4,000
18 19
20
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