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
1926
$2K ﹤0.01%
161
1927
$2K ﹤0.01%
35
+28
1928
$2K ﹤0.01%
64
+20
1929
$2K ﹤0.01%
+474
1930
$2K ﹤0.01%
+384
1931
$2K ﹤0.01%
639
+516
1932
$2K ﹤0.01%
+128
1933
$2K ﹤0.01%
+98
1934
$2K ﹤0.01%
436
+368
1935
$2K ﹤0.01%
50
-13
1936
$2K ﹤0.01%
576
-92
1937
$2K ﹤0.01%
350
1938
$2K ﹤0.01%
76
+7
1939
$2K ﹤0.01%
329
-638
1940
$2K ﹤0.01%
278
+136
1941
$2K ﹤0.01%
90
+2
1942
$2K ﹤0.01%
55
+15
1943
$2K ﹤0.01%
+1,056
1944
$2K ﹤0.01%
158
1945
$2K ﹤0.01%
50
+23
1946
$2K ﹤0.01%
204
-212
1947
$2K ﹤0.01%
+330
1948
$2K ﹤0.01%
93
+24
1949
$2K ﹤0.01%
90
+74
1950
$2K ﹤0.01%
109
+48
76 77
78
79 80