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
1601
$4K ﹤0.01%
64
1602
$4K ﹤0.01%
21
+4
1603
$4K ﹤0.01%
119
+44
1604
$4K ﹤0.01%
69
+10
1605
$4K ﹤0.01%
125
+15
1606
$4K ﹤0.01%
112
1607
$4K ﹤0.01%
38
-19
1608
$4K ﹤0.01%
+1,800
1609
$4K ﹤0.01%
137
+45
1610
$4K ﹤0.01%
525
+439
1611
$4K ﹤0.01%
185
-3
1612
$4K ﹤0.01%
148
+134
1613
$4K ﹤0.01%
72
+8
1614
$4K ﹤0.01%
76
+63
1615
$4K ﹤0.01%
68
-23
1616
$4K ﹤0.01%
322
+105
1617
$4K ﹤0.01%
310
+266
1618
$4K ﹤0.01%
+139
1619
$4K ﹤0.01%
455
+54
1620
$4K ﹤0.01%
269
-161
1621
$4K ﹤0.01%
182
+75
1622
$4K ﹤0.01%
70
+20
1623
$4K ﹤0.01%
222
-174
1624
$4K ﹤0.01%
65
+18
1625
$4K ﹤0.01%
+347
63 64
65
66 67