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
1876
$3K ﹤0.01%
84
+55
1877
$3K ﹤0.01%
82
+61
1878
$3K ﹤0.01%
68
+50
1879
$3K ﹤0.01%
109
+10
1880
$3K ﹤0.01%
471
+412
1881
$3K ﹤0.01%
+182
1882
$3K ﹤0.01%
88
-37
1883
$3K ﹤0.01%
59
+48
1884
$2K ﹤0.01%
39
-40
1885
$2K ﹤0.01%
241
+138
1886
$2K ﹤0.01%
+191
1887
$2K ﹤0.01%
95
+13
1888
$2K ﹤0.01%
+209
1889
$2K ﹤0.01%
45
-31
1890
$2K ﹤0.01%
164
-23
1891
$2K ﹤0.01%
349
+111
1892
$2K ﹤0.01%
131
+130
1893
$2K ﹤0.01%
+117
1894
$2K ﹤0.01%
220
+86
1895
$2K ﹤0.01%
205
+148
1896
$2K ﹤0.01%
54
1897
$2K ﹤0.01%
53
+49
1898
$2K ﹤0.01%
61
1899
$2K ﹤0.01%
+35
1900
$2K ﹤0.01%
70
+10
74 75
76
77 78