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
1101
$15K ﹤0.01%
301
+11
1102
$15K ﹤0.01%
198
+26
1103
$15K ﹤0.01%
163
+138
1104
$15K ﹤0.01%
325
1105
$15K ﹤0.01%
131
+25
1106
$15K ﹤0.01%
1,364
+687
1107
$15K ﹤0.01%
+124
1108
$15K ﹤0.01%
299
+19
1109
$15K ﹤0.01%
715
+498
1110
$15K ﹤0.01%
261
+243
1111
$14K ﹤0.01%
1,242
-30
1112
$14K ﹤0.01%
127
+34
1113
$14K ﹤0.01%
805
-2
1114
$14K ﹤0.01%
1,482
+17
1115
$14K ﹤0.01%
607
+449
1116
$14K ﹤0.01%
446
1117
$14K ﹤0.01%
+339
1118
$14K ﹤0.01%
103
+98
1119
$14K ﹤0.01%
3,091
1120
$14K ﹤0.01%
460
-17
1121
$14K ﹤0.01%
1,311
-6
1122
$14K ﹤0.01%
139
+59
1123
$14K ﹤0.01%
690
-5
1124
$14K ﹤0.01%
740
-59
1125
$14K ﹤0.01%
299
-58
43 44
45
46 47