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
1526
$5K ﹤0.01%
192
+19
1527
$5K ﹤0.01%
659
+377
1528
$5K ﹤0.01%
127
+63
1529
$5K ﹤0.01%
+172
1530
$5K ﹤0.01%
608
+237
1531
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136
1532
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14
-1
1533
$5K ﹤0.01%
277
1534
$5K ﹤0.01%
364
+173
1535
$5K ﹤0.01%
130
-56
1536
$5K ﹤0.01%
54
-48
1537
$5K ﹤0.01%
1,177
-1,188
1538
$5K ﹤0.01%
120
+75
1539
$5K ﹤0.01%
43
-17
1540
$5K ﹤0.01%
348
+312
1541
$5K ﹤0.01%
+139
1542
$5K ﹤0.01%
81
-61
1543
$5K ﹤0.01%
39
+17
1544
$5K ﹤0.01%
129
+38
1545
$5K ﹤0.01%
189
1546
$5K ﹤0.01%
60
1547
$5K ﹤0.01%
50
+4
1548
$5K ﹤0.01%
73
-4
1549
$5K ﹤0.01%
579
-736
1550
$5K ﹤0.01%
83
+40
60 61
62
63 64