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
926
$22K ﹤0.01%
157
-2
927
$22K ﹤0.01%
57
+11
928
$22K ﹤0.01%
4,590
929
$22K ﹤0.01%
125
+91
930
$22K ﹤0.01%
34
931
$22K ﹤0.01%
215
932
$22K ﹤0.01%
1,069
-303
933
$22K ﹤0.01%
726
+683
934
$22K ﹤0.01%
667
935
$22K ﹤0.01%
745
936
$22K ﹤0.01%
4,117
+1,802
937
$22K ﹤0.01%
+310
938
$22K ﹤0.01%
1,381
+474
939
$22K ﹤0.01%
177
-65
940
$21K ﹤0.01%
294
-6
941
$21K ﹤0.01%
338
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942
$21K ﹤0.01%
350
943
$21K ﹤0.01%
359
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944
$21K ﹤0.01%
1,157
+612
945
$21K ﹤0.01%
462
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946
$21K ﹤0.01%
690
+18
947
$21K ﹤0.01%
841
-112
948
$21K ﹤0.01%
309
+62
949
$21K ﹤0.01%
835
+113
950
$21K ﹤0.01%
1,428
+447
36 37
38
39 40