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
676
$47K 0.01%
3,528
+2,444
677
$47K 0.01%
424
678
$46K 0.01%
1,640
-84
679
$46K 0.01%
5,075
+1,059
680
$46K 0.01%
611
+10
681
$46K 0.01%
1,498
+1
682
$46K 0.01%
3,410
+2,012
683
$46K 0.01%
194
684
$46K 0.01%
1,576
-174
685
$46K 0.01%
12,502
+10,000
686
$45K 0.01%
1,189
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687
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5,400
688
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2,009
-3,006
689
$45K 0.01%
174
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690
$45K 0.01%
2,605
-334
691
$45K 0.01%
2,008
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4,119
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694
$44K 0.01%
1,285
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$44K 0.01%
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$44K 0.01%
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697
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2,051
698
$44K 0.01%
738
-334
699
$44K 0.01%
1,026
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700
$44K 0.01%
1,612
+943
26 27
28
29 30