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
1626
$4K ﹤0.01%
94
-164
1627
$4K ﹤0.01%
518
-28
1628
$4K ﹤0.01%
173
-22
1629
$4K ﹤0.01%
969
1630
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200
+28
1631
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126
+14
1632
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121
+99
1633
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204
+38
1634
$4K ﹤0.01%
+140
1635
$4K ﹤0.01%
118
+103
1636
$4K ﹤0.01%
+531
1637
$4K ﹤0.01%
236
+12
1638
$4K ﹤0.01%
260
+205
1639
$4K ﹤0.01%
136
-28
1640
$4K ﹤0.01%
49
-30
1641
$4K ﹤0.01%
246
+127
1642
$4K ﹤0.01%
132
+24
1643
$4K ﹤0.01%
209
+168
1644
$4K ﹤0.01%
39
1645
$4K ﹤0.01%
200
1646
$4K ﹤0.01%
54
+33
1647
$4K ﹤0.01%
21
+3
1648
$4K ﹤0.01%
+46
1649
$4K ﹤0.01%
167
+52
1650
$4K ﹤0.01%
107
64 65
66
67 68