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
1751
$3K ﹤0.01%
14
-15
1752
$3K ﹤0.01%
58
+18
1753
$3K ﹤0.01%
+1,077
1754
$3K ﹤0.01%
145
-77
1755
$3K ﹤0.01%
20
-9
1756
$3K ﹤0.01%
208
1757
$3K ﹤0.01%
27
1758
$3K ﹤0.01%
761
1759
$3K ﹤0.01%
150
+27
1760
$3K ﹤0.01%
+167
1761
$3K ﹤0.01%
88
+34
1762
$3K ﹤0.01%
76
-29
1763
$3K ﹤0.01%
116
-78
1764
$3K ﹤0.01%
40
+18
1765
$3K ﹤0.01%
200
+74
1766
$3K ﹤0.01%
54
1767
$3K ﹤0.01%
75
1768
$3K ﹤0.01%
+2,999
1769
$3K ﹤0.01%
126
+10
1770
$3K ﹤0.01%
80
+23
1771
$3K ﹤0.01%
72
+54
1772
$3K ﹤0.01%
72
-12
1773
$3K ﹤0.01%
32
-103
1774
$3K ﹤0.01%
79
1775
$3K ﹤0.01%
180
69 70
71
72 73