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
1426
$7K ﹤0.01%
111
-371
1427
$7K ﹤0.01%
167
1428
$7K ﹤0.01%
280
-200
1429
$7K ﹤0.01%
2,340
1430
$7K ﹤0.01%
2,181
-183
1431
$7K ﹤0.01%
1,437
1432
$7K ﹤0.01%
262
+179
1433
$7K ﹤0.01%
+390
1434
$7K ﹤0.01%
64
1435
$7K ﹤0.01%
201
1436
$7K ﹤0.01%
148
+80
1437
$7K ﹤0.01%
66
+15
1438
$7K ﹤0.01%
30
-21
1439
$7K ﹤0.01%
108
+4
1440
$7K ﹤0.01%
28
-4
1441
$6K ﹤0.01%
131
+26
1442
$6K ﹤0.01%
70
1443
$6K ﹤0.01%
88
+34
1444
$6K ﹤0.01%
108
-60
1445
$6K ﹤0.01%
50
+12
1446
$6K ﹤0.01%
1,689
+68
1447
$6K ﹤0.01%
87
-130
1448
$6K ﹤0.01%
312
-109
1449
$6K ﹤0.01%
107
1450
$6K ﹤0.01%
127
-4
56 57
58
59 60