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
501
$81K 0.01%
807
+533
502
$81K 0.01%
8,000
+1,500
503
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2,400
-3,000
504
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1,213
505
$79K 0.01%
6,800
506
$79K 0.01%
1,298
+105
507
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+3,667
508
$79K 0.01%
3,464
-28
509
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13,173
-11,120
510
$78K 0.01%
264
+22
511
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+1,580
512
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+1,610
513
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876
-13
514
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1,000
515
$77K 0.01%
1,623
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516
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694
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517
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548
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19
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520
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521
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966
523
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448
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524
$75K 0.01%
1,653
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525
$75K 0.01%
458
-14
19 20
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22 23