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
1826
$3K ﹤0.01%
+30
1827
$3K ﹤0.01%
171
-117
1828
$3K ﹤0.01%
46
-5
1829
$3K ﹤0.01%
238
+164
1830
$3K ﹤0.01%
274
-188
1831
$3K ﹤0.01%
502
-80
1832
$3K ﹤0.01%
15
+4
1833
$3K ﹤0.01%
699
+329
1834
$3K ﹤0.01%
228
+169
1835
$3K ﹤0.01%
36
+18
1836
$3K ﹤0.01%
142
+36
1837
$3K ﹤0.01%
50
-33
1838
$3K ﹤0.01%
93
+23
1839
$3K ﹤0.01%
58
-56
1840
$3K ﹤0.01%
100
-9
1841
$3K ﹤0.01%
95
1842
$3K ﹤0.01%
26
+18
1843
$3K ﹤0.01%
14
+5
1844
$3K ﹤0.01%
46
-4
1845
$3K ﹤0.01%
+107
1846
$3K ﹤0.01%
17
+6
1847
$3K ﹤0.01%
+48
1848
$3K ﹤0.01%
73
+41
1849
$3K ﹤0.01%
57
1850
$3K ﹤0.01%
62
-49
72 73
74
75 76