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
1576
$5K ﹤0.01%
229
-39
1577
$5K ﹤0.01%
+28
1578
$5K ﹤0.01%
179
-47
1579
$5K ﹤0.01%
32
+22
1580
$5K ﹤0.01%
89
+7
1581
$5K ﹤0.01%
413
+112
1582
$5K ﹤0.01%
300
1583
$5K ﹤0.01%
235
+91
1584
$5K ﹤0.01%
49
+18
1585
$5K ﹤0.01%
76
+5
1586
$5K ﹤0.01%
17
-1
1587
$5K ﹤0.01%
90
+8
1588
$5K ﹤0.01%
67
1589
$5K ﹤0.01%
+704
1590
$5K ﹤0.01%
82
-7
1591
$5K ﹤0.01%
144
-32
1592
$5K ﹤0.01%
550
1593
$5K ﹤0.01%
120
-76
1594
$5K ﹤0.01%
1,003
+41
1595
$5K ﹤0.01%
68
+6
1596
$5K ﹤0.01%
74
+14
1597
$5K ﹤0.01%
500
1598
$4K ﹤0.01%
96
+10
1599
$4K ﹤0.01%
62
-874
1600
$4K ﹤0.01%
621
+416
62 63
64
65 66