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
526
$75K 0.01%
4,048
+26
527
$74K 0.01%
1,520
+12
528
$74K 0.01%
373
+13
529
$74K 0.01%
1,555
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530
$74K 0.01%
271
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531
$73K 0.01%
392
532
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438
-145
533
$73K 0.01%
350
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534
$73K 0.01%
3,225
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535
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570
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536
$72K 0.01%
1,030
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537
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1,081
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538
$71K 0.01%
23,420
-753
539
$71K 0.01%
756
540
$71K 0.01%
744
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541
$71K 0.01%
565
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$71K 0.01%
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543
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544
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4,540
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545
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10,462
546
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1,139
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547
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900
548
$70K 0.01%
776
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549
$70K 0.01%
176
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550
$69K 0.01%
2,599
20 21
22
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