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
776
$36K 0.01%
755
+64
777
$36K 0.01%
826
+804
778
$36K 0.01%
5,723
779
$35K 0.01%
1,054
-1,165
780
$35K 0.01%
734
+94
781
$35K 0.01%
1,423
+14
782
$35K 0.01%
2,477
783
$35K 0.01%
1,377
-5,000
784
$35K 0.01%
2,323
+1,639
785
$35K 0.01%
1,356
+19
786
$35K 0.01%
595
787
$35K 0.01%
252
+106
788
$34K 0.01%
981
+725
789
$34K 0.01%
1,440
+45
790
$34K 0.01%
115
+43
791
$34K 0.01%
649
-93
792
$34K 0.01%
164
-12
793
$34K 0.01%
995
+65
794
$34K 0.01%
207
795
$34K 0.01%
3,610
-267
796
$34K 0.01%
4,301
+231
797
$33K 0.01%
4,659
798
$33K 0.01%
594
+87
799
$33K 0.01%
415
-78
800
$33K 0.01%
231
-7
30 31
32
33 34