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
1701
$4K ﹤0.01%
81
+46
1702
$4K ﹤0.01%
900
1703
$4K ﹤0.01%
334
1704
$4K ﹤0.01%
17
-2
1705
$4K ﹤0.01%
200
+170
1706
$4K ﹤0.01%
109
-6
1707
$4K ﹤0.01%
+149
1708
$4K ﹤0.01%
168
-31
1709
$4K ﹤0.01%
+1,000
1710
$4K ﹤0.01%
229
+55
1711
$4K ﹤0.01%
215
+174
1712
$4K ﹤0.01%
39
1713
$4K ﹤0.01%
128
-7
1714
$4K ﹤0.01%
64
-10
1715
$4K ﹤0.01%
605
-128
1716
$4K ﹤0.01%
67
+11
1717
$4K ﹤0.01%
+1,459
1718
$4K ﹤0.01%
210
1719
$4K ﹤0.01%
96
+30
1720
$4K ﹤0.01%
310
-2,587
1721
$4K ﹤0.01%
1,718
+1,147
1722
$4K ﹤0.01%
174
-5
1723
$4K ﹤0.01%
135
-707
1724
$4K ﹤0.01%
288
+157
1725
$4K ﹤0.01%
59
+11
67 68
69
70 71