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
976
$19K ﹤0.01%
313
-280
977
$19K ﹤0.01%
361
+73
978
$19K ﹤0.01%
541
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979
$19K ﹤0.01%
154
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980
$19K ﹤0.01%
488
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981
$19K ﹤0.01%
324
982
$19K ﹤0.01%
276
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983
$19K ﹤0.01%
124
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984
$19K ﹤0.01%
1,000
985
$19K ﹤0.01%
1,780
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986
$19K ﹤0.01%
617
987
$19K ﹤0.01%
930
988
$19K ﹤0.01%
644
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$19K ﹤0.01%
2,819
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990
$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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994
$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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998
$19K ﹤0.01%
2,002
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999
$18K ﹤0.01%
605
1000
$18K ﹤0.01%
3,964
+260
38 39
40
41 42