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
1776
$3K ﹤0.01%
167
-76
1777
$3K ﹤0.01%
+666
1778
$3K ﹤0.01%
+57
1779
$3K ﹤0.01%
+39
1780
$3K ﹤0.01%
22
-29
1781
$3K ﹤0.01%
102
-62,675
1782
$3K ﹤0.01%
2
-7
1783
$3K ﹤0.01%
146
+76
1784
$3K ﹤0.01%
6
-3
1785
$3K ﹤0.01%
241
+110
1786
$3K ﹤0.01%
300
1787
$3K ﹤0.01%
153
-29
1788
$3K ﹤0.01%
23
-9
1789
$3K ﹤0.01%
121
-7
1790
$3K ﹤0.01%
+49
1791
$3K ﹤0.01%
48
+19
1792
$3K ﹤0.01%
34
+1
1793
$3K ﹤0.01%
121
+13
1794
$3K ﹤0.01%
308
-126
1795
$3K ﹤0.01%
166
-42
1796
$3K ﹤0.01%
96
+15
1797
$3K ﹤0.01%
+62
1798
$3K ﹤0.01%
162
+11
1799
$3K ﹤0.01%
169
+13
1800
$3K ﹤0.01%
144
+12
70 71
72
73 74