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
876
$26K ﹤0.01%
389
-53
877
$26K ﹤0.01%
274
+79
878
$26K ﹤0.01%
198
-2
879
$26K ﹤0.01%
477
+285
880
$26K ﹤0.01%
979
-40
881
$26K ﹤0.01%
973
+64
882
$25K ﹤0.01%
169
+3
883
$25K ﹤0.01%
719
+1
884
$25K ﹤0.01%
876
+67
885
$25K ﹤0.01%
1,259
+729
886
$25K ﹤0.01%
343
+6
887
$25K ﹤0.01%
360
-19
888
$25K ﹤0.01%
1,774
+1,183
889
$25K ﹤0.01%
325
-1,500
890
$25K ﹤0.01%
102
+64
891
$25K ﹤0.01%
1,111
+1,074
892
$25K ﹤0.01%
1,324
-183
893
$25K ﹤0.01%
573
+167
894
$25K ﹤0.01%
159
+10
895
$25K ﹤0.01%
46
+1
896
$25K ﹤0.01%
489
+66
897
$25K ﹤0.01%
747
+19
898
$25K ﹤0.01%
5,015
+2,232
899
$25K ﹤0.01%
910
+118
900
$24K ﹤0.01%
216
+8
34 35
36
37 38