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
1026
$17K ﹤0.01%
198
-26
1027
$17K ﹤0.01%
+577
1028
$17K ﹤0.01%
190
-353
1029
$17K ﹤0.01%
268
+12
1030
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156
+33
1031
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304
+4
1032
$17K ﹤0.01%
112
-109
1033
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89
-1
1034
$17K ﹤0.01%
200
1035
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73
+20
1036
$17K ﹤0.01%
244
-8
1037
$17K ﹤0.01%
152
-2
1038
$17K ﹤0.01%
996
+45
1039
$17K ﹤0.01%
190
-15
1040
$17K ﹤0.01%
1,195
+55
1041
$17K ﹤0.01%
824
+63
1042
$17K ﹤0.01%
330
+300
1043
$17K ﹤0.01%
85
+11
1044
$17K ﹤0.01%
913
+26
1045
$17K ﹤0.01%
526
-836
1046
$17K ﹤0.01%
113
+20
1047
$17K ﹤0.01%
388
+145
1048
$17K ﹤0.01%
+3,448
1049
$17K ﹤0.01%
118
+65
1050
$16K ﹤0.01%
425
-147
40 41
42
43 44