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
1201
$12K ﹤0.01%
521
+176
1202
$11K ﹤0.01%
2,168
+89
1203
$11K ﹤0.01%
371
-4,946
1204
$11K ﹤0.01%
333
+97
1205
$11K ﹤0.01%
198
-1,283
1206
$11K ﹤0.01%
370
-70
1207
$11K ﹤0.01%
1,348
-2
1208
$11K ﹤0.01%
327
1209
$11K ﹤0.01%
156
-20
1210
$11K ﹤0.01%
108
1211
$11K ﹤0.01%
273
+40
1212
$11K ﹤0.01%
287
+5
1213
$11K ﹤0.01%
1,868
+1,389
1214
$11K ﹤0.01%
330
1215
$11K ﹤0.01%
+1,800
1216
$11K ﹤0.01%
250
-54
1217
$11K ﹤0.01%
649
-53
1218
$11K ﹤0.01%
218
-12
1219
$11K ﹤0.01%
81
-40
1220
$11K ﹤0.01%
400
+33
1221
$11K ﹤0.01%
609
-11
1222
$11K ﹤0.01%
129
-89
1223
$11K ﹤0.01%
677
1224
$11K ﹤0.01%
212
+59
1225
$11K ﹤0.01%
369
+138
47 48
49
50 51