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
51
$1.46M 0.24%
7,415
+216
52
$1.45M 0.24%
10,108
-249
53
$1.44M 0.24%
3,493
-30
54
$1.43M 0.24%
36,450
-598
55
$1.39M 0.23%
5,728
+513
56
$1.37M 0.23%
10,275
+2,083
57
$1.36M 0.22%
7,765
+1,396
58
$1.34M 0.22%
2,611
-38
59
$1.34M 0.22%
42,958
+913
60
$1.32M 0.22%
8,815
61
$1.29M 0.21%
8,425
+163
62
$1.29M 0.21%
16,857
+162
63
$1.28M 0.21%
6,192
-1,625
64
$1.28M 0.21%
4,533
+1,762
65
$1.27M 0.21%
40,793
-2,557
66
$1.26M 0.21%
5,610
+2,955
67
$1.25M 0.21%
125,280
-8,234
68
$1.25M 0.21%
29,196
-936
69
$1.22M 0.2%
7,588
-351
70
$1.22M 0.2%
5,088
+1,809
71
$1.2M 0.2%
6,576
+1,463
72
$1.19M 0.2%
41,038
+25,181
73
$1.16M 0.19%
11,360
+324
74
$1.16M 0.19%
5,886
+3,055
75
$1.15M 0.19%
6,526
+116
1 2
3
4 5