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
1401
$7K ﹤0.01%
226
1402
$7K ﹤0.01%
854
1403
$7K ﹤0.01%
2,253
+264
1404
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126
-26
1405
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63
-7
1406
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37
1407
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200
1408
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383
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1409
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518
-48
1410
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26
+5
1411
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1412
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742
+131
1413
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248
+228
1414
$7K ﹤0.01%
669
+86
1415
$7K ﹤0.01%
292
-602
1416
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609
+306
1417
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133
+17
1418
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+123
1419
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155
+6
1420
$7K ﹤0.01%
560
+506
1421
$7K ﹤0.01%
104
1422
$7K ﹤0.01%
100
+21
1423
$7K ﹤0.01%
773
-105
1424
$7K ﹤0.01%
240
-1
1425
$7K ﹤0.01%
288
+7