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
1801
$3K ﹤0.01%
822
+585
1802
$3K ﹤0.01%
229
1803
$3K ﹤0.01%
100
1804
$3K ﹤0.01%
31
+12
1805
$3K ﹤0.01%
453
-49
1806
$3K ﹤0.01%
98
+58
1807
$3K ﹤0.01%
72
-3
1808
$3K ﹤0.01%
145
1809
$3K ﹤0.01%
258
1810
$3K ﹤0.01%
119
+93
1811
$3K ﹤0.01%
313
+168
1812
$3K ﹤0.01%
144
+115
1813
$3K ﹤0.01%
238
-402
1814
$3K ﹤0.01%
232
+198
1815
$3K ﹤0.01%
1,754
1816
$3K ﹤0.01%
144
1817
$3K ﹤0.01%
52
+9
1818
$3K ﹤0.01%
19
+4
1819
$3K ﹤0.01%
320
+49
1820
$3K ﹤0.01%
36
-4
1821
$3K ﹤0.01%
29
-84
1822
$3K ﹤0.01%
245
+188
1823
$3K ﹤0.01%
12
-4
1824
$3K ﹤0.01%
191
1825
$3K ﹤0.01%
46
-47
71 72
73
74 75