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
1151
$13K ﹤0.01%
143
+19
1152
$13K ﹤0.01%
1,734
+757
1153
$13K ﹤0.01%
371
-292
1154
$13K ﹤0.01%
212
1155
$13K ﹤0.01%
1,460
+286
1156
$13K ﹤0.01%
433
-285
1157
$13K ﹤0.01%
38
-15
1158
$13K ﹤0.01%
701
-10
1159
$13K ﹤0.01%
1,639
+51
1160
$13K ﹤0.01%
85
-8
1161
$13K ﹤0.01%
266
-10
1162
$12K ﹤0.01%
106
+42
1163
$12K ﹤0.01%
99
+1
1164
$12K ﹤0.01%
665
-131,712
1165
$12K ﹤0.01%
471
-788
1166
$12K ﹤0.01%
242
-35
1167
$12K ﹤0.01%
80
-54
1168
$12K ﹤0.01%
643
+124
1169
$12K ﹤0.01%
604
+111
1170
$12K ﹤0.01%
335
+297
1171
$12K ﹤0.01%
282
+216
1172
$12K ﹤0.01%
+574
1173
$12K ﹤0.01%
209
1174
$12K ﹤0.01%
276
1175
$12K ﹤0.01%
286
45 46
47
48 49