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
1651
$4K ﹤0.01%
+83
1652
$4K ﹤0.01%
192
+74
1653
$4K ﹤0.01%
13
+4
1654
$4K ﹤0.01%
+191
1655
$4K ﹤0.01%
108
1656
$4K ﹤0.01%
+1,628
1657
$4K ﹤0.01%
57
+46
1658
$4K ﹤0.01%
15
1659
$4K ﹤0.01%
58
+12
1660
$4K ﹤0.01%
259
-816
1661
$4K ﹤0.01%
67
+11
1662
$4K ﹤0.01%
16
+12
1663
$4K ﹤0.01%
50
+4
1664
$4K ﹤0.01%
23
-8
1665
$4K ﹤0.01%
+768
1666
$4K ﹤0.01%
287
+16
1667
$4K ﹤0.01%
357
-86
1668
$4K ﹤0.01%
45
-1
1669
$4K ﹤0.01%
+392
1670
$4K ﹤0.01%
111
+99
1671
$4K ﹤0.01%
124
+11
1672
$4K ﹤0.01%
18
+2
1673
$4K ﹤0.01%
133
+77
1674
$4K ﹤0.01%
+1,728
1675
$4K ﹤0.01%
179
+23
65 66
67
68 69