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
601
$58K 0.01%
2,252
+107
602
$58K 0.01%
3,052
-731
603
$58K 0.01%
4,358
-56
604
$58K 0.01%
1,835
+1,056
605
$57K 0.01%
2,700
606
$57K 0.01%
2,045
-72
607
$57K 0.01%
600
608
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+2,946
609
$57K 0.01%
1,586
610
$57K 0.01%
502
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611
$57K 0.01%
4,500
-2,900
612
$56K 0.01%
1,092
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613
$56K 0.01%
754
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614
$56K 0.01%
1,801
-2,571
615
$56K 0.01%
136
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616
$56K 0.01%
5,029
617
$56K 0.01%
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$56K 0.01%
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144
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620
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744
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748
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622
$54K 0.01%
776
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$54K 0.01%
2,749
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624
$54K 0.01%
404
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625
$54K 0.01%
1,023
+802
23 24
25
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