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
1901
$2K ﹤0.01%
+73
1902
$2K ﹤0.01%
304
-468
1903
$2K ﹤0.01%
198
+53
1904
$2K ﹤0.01%
635
+346
1905
$2K ﹤0.01%
38
-75
1906
$2K ﹤0.01%
7
-9
1907
$2K ﹤0.01%
68
1908
$2K ﹤0.01%
24
-30
1909
$2K ﹤0.01%
+17
1910
$2K ﹤0.01%
186
+26
1911
$2K ﹤0.01%
189
1912
$2K ﹤0.01%
236
-2,321
1913
$2K ﹤0.01%
149
1914
$2K ﹤0.01%
89
+44
1915
$2K ﹤0.01%
52
+12
1916
$2K ﹤0.01%
16
+3
1917
$2K ﹤0.01%
20
-6
1918
$2K ﹤0.01%
96
+59
1919
$2K ﹤0.01%
+106
1920
$2K ﹤0.01%
65
+36
1921
$2K ﹤0.01%
130
+15
1922
$2K ﹤0.01%
+85
1923
$2K ﹤0.01%
44
+9
1924
$2K ﹤0.01%
64
+16
1925
$2K ﹤0.01%
234
+198
75 76
77
78 79