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
1726
$3K ﹤0.01%
5
-2
1727
$3K ﹤0.01%
42
+31
1728
$3K ﹤0.01%
81
1729
$3K ﹤0.01%
88
1730
$3K ﹤0.01%
223
+88
1731
$3K ﹤0.01%
541
-1,653
1732
$3K ﹤0.01%
112
+46
1733
$3K ﹤0.01%
66
+10
1734
$3K ﹤0.01%
52
+15
1735
$3K ﹤0.01%
205
+59
1736
$3K ﹤0.01%
197
+157
1737
$3K ﹤0.01%
127
+69
1738
$3K ﹤0.01%
76
1739
$3K ﹤0.01%
119
-86
1740
$3K ﹤0.01%
18
-11
1741
$3K ﹤0.01%
68
-94
1742
$3K ﹤0.01%
333
-159
1743
$3K ﹤0.01%
+48
1744
$3K ﹤0.01%
84
-150
1745
$3K ﹤0.01%
142
-164
1746
$3K ﹤0.01%
9
+3
1747
$3K ﹤0.01%
138
1748
$3K ﹤0.01%
142
1749
$3K ﹤0.01%
46
1750
$3K ﹤0.01%
+49
68 69
70
71 72