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
951
$21K ﹤0.01%
300
952
$21K ﹤0.01%
1,690
+756
953
$21K ﹤0.01%
68
+14
954
$21K ﹤0.01%
363
+296
955
$21K ﹤0.01%
645
-32
956
$20K ﹤0.01%
144
+16
957
$20K ﹤0.01%
810
958
$20K ﹤0.01%
198
+52
959
$20K ﹤0.01%
115
-282
960
$20K ﹤0.01%
394
+13
961
$20K ﹤0.01%
764
+5
962
$20K ﹤0.01%
2,882
+111
963
$20K ﹤0.01%
338
+112
964
$20K ﹤0.01%
362
-50
965
$20K ﹤0.01%
1,567
+648
966
$20K ﹤0.01%
278
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967
$20K ﹤0.01%
144
-55
968
$20K ﹤0.01%
246
+17
969
$20K ﹤0.01%
205
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970
$20K ﹤0.01%
73
+1
971
$20K ﹤0.01%
681
+136
972
$20K ﹤0.01%
1,675
+675
973
$20K ﹤0.01%
845
-26
974
$20K ﹤0.01%
402
+44
975
$20K ﹤0.01%
2,300
-1,000
37 38
39
40 41