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
1251
$10K ﹤0.01%
141
+30
1252
$10K ﹤0.01%
225
+177
1253
$10K ﹤0.01%
245
+80
1254
$10K ﹤0.01%
318
+7
1255
$10K ﹤0.01%
467
+165
1256
$10K ﹤0.01%
200
+30
1257
$10K ﹤0.01%
75
+25
1258
$10K ﹤0.01%
253
+2
1259
$10K ﹤0.01%
145
+11
1260
$10K ﹤0.01%
53
+3
1261
$10K ﹤0.01%
152
-25
1262
$10K ﹤0.01%
325
-50
1263
$10K ﹤0.01%
139
1264
$10K ﹤0.01%
174
+18
1265
$10K ﹤0.01%
137
1266
$10K ﹤0.01%
464
1267
$10K ﹤0.01%
491
+181
1268
$10K ﹤0.01%
2,106
+1,343
1269
$10K ﹤0.01%
187
+96
1270
$10K ﹤0.01%
487
+461
1271
$10K ﹤0.01%
98
+33
1272
$10K ﹤0.01%
249
+240
1273
$9K ﹤0.01%
1,454
-106
1274
$9K ﹤0.01%
320
+62
1275
$9K ﹤0.01%
700
49 50
51
52 53