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
1276
$9K ﹤0.01%
268
+183
1277
$9K ﹤0.01%
823
-89
1278
$9K ﹤0.01%
149
-6
1279
$9K ﹤0.01%
288
+124
1280
$9K ﹤0.01%
208
+33
1281
$9K ﹤0.01%
400
1282
$9K ﹤0.01%
727
1283
$9K ﹤0.01%
482
-128
1284
$9K ﹤0.01%
1,143
1285
$9K ﹤0.01%
38
+21
1286
$9K ﹤0.01%
120
-61
1287
$9K ﹤0.01%
320
+163
1288
$9K ﹤0.01%
22
+3
1289
$9K ﹤0.01%
361
+141
1290
$9K ﹤0.01%
368
+80
1291
$9K ﹤0.01%
155
-12
1292
$9K ﹤0.01%
393
+44
1293
$9K ﹤0.01%
268
1294
$9K ﹤0.01%
170
+121
1295
$9K ﹤0.01%
385
-46
1296
$9K ﹤0.01%
1,138
-942
1297
$9K ﹤0.01%
2,757
-417
1298
$9K ﹤0.01%
614
+296
1299
$9K ﹤0.01%
246
+42
1300
$9K ﹤0.01%
29
-15
50 51
52
53 54