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
1501
$6K ﹤0.01%
80
-215
1502
$6K ﹤0.01%
1,313
+688
1503
$6K ﹤0.01%
+186
1504
$6K ﹤0.01%
84
1505
$6K ﹤0.01%
214
+9
1506
$6K ﹤0.01%
74
1507
$6K ﹤0.01%
51
-1
1508
$6K ﹤0.01%
230
+17
1509
$6K ﹤0.01%
214
-162
1510
$6K ﹤0.01%
221
-24
1511
$6K ﹤0.01%
33
+4
1512
$6K ﹤0.01%
335
+15
1513
$5K ﹤0.01%
390
1514
$5K ﹤0.01%
163
+140
1515
$5K ﹤0.01%
436
+326
1516
$5K ﹤0.01%
275
+141
1517
$5K ﹤0.01%
101
+8
1518
$5K ﹤0.01%
456
-208
1519
$5K ﹤0.01%
313
1520
$5K ﹤0.01%
170
-10
1521
$5K ﹤0.01%
+272
1522
$5K ﹤0.01%
52
-61
1523
$5K ﹤0.01%
221
1524
$5K ﹤0.01%
332
+286
1525
$5K ﹤0.01%
2,900
-100
59 60
61
62 63