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
1326
$9K ﹤0.01%
929
+625
1327
$9K ﹤0.01%
145
+49
1328
$9K ﹤0.01%
259
+16
1329
$9K ﹤0.01%
50
-9
1330
$8K ﹤0.01%
290
+127
1331
$8K ﹤0.01%
173
-31
1332
$8K ﹤0.01%
129
+2
1333
$8K ﹤0.01%
17
-2
1334
$8K ﹤0.01%
113
-3
1335
$8K ﹤0.01%
91
+19
1336
$8K ﹤0.01%
354
1337
$8K ﹤0.01%
170
+78
1338
$8K ﹤0.01%
268
+149
1339
$8K ﹤0.01%
74
-628
1340
$8K ﹤0.01%
94
+16
1341
$8K ﹤0.01%
129
+37
1342
$8K ﹤0.01%
1,248
-426
1343
$8K ﹤0.01%
450
+330
1344
$8K ﹤0.01%
148
-134
1345
$8K ﹤0.01%
328
+73
1346
$8K ﹤0.01%
65
+4
1347
$8K ﹤0.01%
215
+48
1348
$8K ﹤0.01%
107
1349
$8K ﹤0.01%
216
1350
$8K ﹤0.01%
140
-3
52 53
54
55 56