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
1351
$8K ﹤0.01%
+443
1352
$8K ﹤0.01%
70
1353
$8K ﹤0.01%
2,793
1354
$8K ﹤0.01%
237
1355
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78
+28
1356
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110
+70
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179
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28
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1359
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256
+241
1360
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107
+41
1361
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291
-49
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$8K ﹤0.01%
613
-69
1363
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388
+1
1364
$8K ﹤0.01%
55
-8
1365
$8K ﹤0.01%
108
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1366
$8K ﹤0.01%
792
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1367
$8K ﹤0.01%
157
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1368
$8K ﹤0.01%
358
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$8K ﹤0.01%
179
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1370
$8K ﹤0.01%
245
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1371
$8K ﹤0.01%
210
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1372
$8K ﹤0.01%
446
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1373
$8K ﹤0.01%
+216
1374
$8K ﹤0.01%
119
+113
1375
$8K ﹤0.01%
397
-91
53 54
55
56 57