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
751
$39K 0.01%
597
+33
752
$38K 0.01%
774
+75
753
$38K 0.01%
319
+45
754
$38K 0.01%
440
755
$38K 0.01%
800
-2
756
$38K 0.01%
694
+14
757
$38K 0.01%
191
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758
$38K 0.01%
347
-15
759
$37K 0.01%
1,153
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760
$37K 0.01%
4,070
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761
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1,357
-175
763
$37K 0.01%
1,367
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764
$37K 0.01%
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765
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766
$37K 0.01%
116
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767
$36K 0.01%
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$36K 0.01%
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773
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774
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775
$36K 0.01%
427
-46
29 30
31
32 33