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
1676
$4K ﹤0.01%
116
-49
1677
$4K ﹤0.01%
37
+22
1678
$4K ﹤0.01%
+198
1679
$4K ﹤0.01%
67
1680
$4K ﹤0.01%
299
-154
1681
$4K ﹤0.01%
67
+54
1682
$4K ﹤0.01%
187
+157
1683
$4K ﹤0.01%
71
+3
1684
$4K ﹤0.01%
104
-96
1685
$4K ﹤0.01%
35
+3
1686
$4K ﹤0.01%
271
+101
1687
$4K ﹤0.01%
34
+19
1688
$4K ﹤0.01%
94
+86
1689
$4K ﹤0.01%
86
+41
1690
$4K ﹤0.01%
251
+173
1691
$4K ﹤0.01%
601
+57
1692
$4K ﹤0.01%
800
1693
$4K ﹤0.01%
160
1694
$4K ﹤0.01%
40
+31
1695
$4K ﹤0.01%
496
-216
1696
$4K ﹤0.01%
33
1697
$4K ﹤0.01%
383
1698
$4K ﹤0.01%
1,400
-833
1699
$4K ﹤0.01%
297
+241
1700
$4K ﹤0.01%
151
+88
66 67
68
69 70