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
1476
$6K ﹤0.01%
1,581
1477
$6K ﹤0.01%
64
+11
1478
$6K ﹤0.01%
147
-307
1479
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118
+60
1480
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605
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1481
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242
1482
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130
+38
1483
$6K ﹤0.01%
822
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1484
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69
1485
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162
1486
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25
+10
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151
-31
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$6K ﹤0.01%
85
+24
1489
$6K ﹤0.01%
375
-514
1490
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1491
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113
+7
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-10
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308
+22
1494
$6K ﹤0.01%
142
+60
1495
$6K ﹤0.01%
469
+327
1496
$6K ﹤0.01%
157
-17
1497
$6K ﹤0.01%
120
1498
$6K ﹤0.01%
399
1499
$6K ﹤0.01%
500
1500
$6K ﹤0.01%
373
-2,334
58 59
60
61 62