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
1076
$15K ﹤0.01%
113
-34
1077
$15K ﹤0.01%
305
-1,052
1078
$15K ﹤0.01%
490
1079
$15K ﹤0.01%
195
1080
$15K ﹤0.01%
196
-1
1081
$15K ﹤0.01%
295
-13
1082
$15K ﹤0.01%
930
+189
1083
$15K ﹤0.01%
377
+319
1084
$15K ﹤0.01%
1,000
1085
$15K ﹤0.01%
564
+267
1086
$15K ﹤0.01%
210
-14
1087
$15K ﹤0.01%
163
-9
1088
$15K ﹤0.01%
281
+31
1089
$15K ﹤0.01%
313
-1,062
1090
$15K ﹤0.01%
723
1091
$15K ﹤0.01%
127
+6
1092
$15K ﹤0.01%
167
1093
$15K ﹤0.01%
159
+153
1094
$15K ﹤0.01%
95
1095
$15K ﹤0.01%
120
1096
$15K ﹤0.01%
345
+183
1097
$15K ﹤0.01%
1,029
+819
1098
$15K ﹤0.01%
1,102
+16
1099
$15K ﹤0.01%
1,281
+199
1100
$15K ﹤0.01%
124
+39
42 43
44
45 46