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
1176
$12K ﹤0.01%
214
-5
1177
$12K ﹤0.01%
59
+37
1178
$12K ﹤0.01%
1,026
-541
1179
$12K ﹤0.01%
326
+126
1180
$12K ﹤0.01%
400
1181
$12K ﹤0.01%
2,895
+431
1182
$12K ﹤0.01%
230
+47
1183
$12K ﹤0.01%
292
1184
$12K ﹤0.01%
263
+8
1185
$12K ﹤0.01%
175
+102
1186
$12K ﹤0.01%
410
-207
1187
$12K ﹤0.01%
666
-796
1188
$12K ﹤0.01%
3,642
1189
$12K ﹤0.01%
167
-20
1190
$12K ﹤0.01%
3
1191
$12K ﹤0.01%
56
+2
1192
$12K ﹤0.01%
700
-23
1193
$12K ﹤0.01%
204
+130
1194
$12K ﹤0.01%
+1,006
1195
$12K ﹤0.01%
315
+53
1196
$12K ﹤0.01%
858
+765
1197
$12K ﹤0.01%
440
+52
1198
$12K ﹤0.01%
383
+26
1199
$12K ﹤0.01%
65
+32
1200
$12K ﹤0.01%
168
-189
46 47
48
49 50