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
1551
$5K ﹤0.01%
506
1552
$5K ﹤0.01%
254
-55
1553
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633
+35
1554
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162
+14
1555
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470
+250
1556
$5K ﹤0.01%
61
-6
1557
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93
+76
1558
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260
-139
1559
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111
+44
1560
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63
1561
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208
1562
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+190
1563
$5K ﹤0.01%
32
-43
1564
$5K ﹤0.01%
43
-1
1565
$5K ﹤0.01%
231
+126
1566
$5K ﹤0.01%
+1,108
1567
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221
+119
1568
$5K ﹤0.01%
846
+439
1569
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421
+288
1570
$5K ﹤0.01%
93
+12
1571
$5K ﹤0.01%
159
+13
1572
$5K ﹤0.01%
128
1573
$5K ﹤0.01%
154
-19
1574
$5K ﹤0.01%
282
+24
1575
$5K ﹤0.01%
570
-48
61 62
63
64 65