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
901
$24K ﹤0.01%
633
+86
902
$24K ﹤0.01%
280
903
$24K ﹤0.01%
174
+159
904
$24K ﹤0.01%
430
905
$24K ﹤0.01%
420
-31
906
$24K ﹤0.01%
335
+7
907
$24K ﹤0.01%
600
-307
908
$24K ﹤0.01%
+7,391
909
$24K ﹤0.01%
280
+8
910
$24K ﹤0.01%
437
-44
911
$24K ﹤0.01%
87
+15
912
$23K ﹤0.01%
500
+247
913
$23K ﹤0.01%
275
914
$23K ﹤0.01%
351
-13
915
$23K ﹤0.01%
372
+183
916
$23K ﹤0.01%
638
-5
917
$23K ﹤0.01%
597
918
$23K ﹤0.01%
596
+104
919
$23K ﹤0.01%
684
-340
920
$23K ﹤0.01%
7,781
+439
921
$23K ﹤0.01%
4,734
-3,744
922
$23K ﹤0.01%
291
+41
923
$22K ﹤0.01%
550
-630
924
$22K ﹤0.01%
959
+661
925
$22K ﹤0.01%
197
+180
35 36
37
38 39