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
1851
$3K ﹤0.01%
567
+67
1852
$3K ﹤0.01%
50
1853
$3K ﹤0.01%
31
+2
1854
$3K ﹤0.01%
100
1855
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75
+20
1856
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131
1857
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28
+1
1858
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49
+4
1859
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39
-15
1860
$3K ﹤0.01%
+327
1861
$3K ﹤0.01%
36
1862
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54
+24
1863
$3K ﹤0.01%
49
+41
1864
$3K ﹤0.01%
102
+1
1865
$3K ﹤0.01%
62
-1
1866
$3K ﹤0.01%
+172
1867
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153
-8
1868
$3K ﹤0.01%
104
+88
1869
$3K ﹤0.01%
+506
1870
$3K ﹤0.01%
13
1871
$3K ﹤0.01%
186
-34
1872
$3K ﹤0.01%
212
1873
$3K ﹤0.01%
80
-26
1874
$3K ﹤0.01%
147
-131
1875
$3K ﹤0.01%
642
+476
73 74
75
76 77