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
1951
$2K ﹤0.01%
212
+184
1952
$2K ﹤0.01%
+26
1953
$2K ﹤0.01%
125
+88
1954
$2K ﹤0.01%
145
+67
1955
$2K ﹤0.01%
63
-51
1956
$2K ﹤0.01%
123
1957
$2K ﹤0.01%
46
+5
1958
$2K ﹤0.01%
+20
1959
$2K ﹤0.01%
25
1960
$2K ﹤0.01%
139
+39
1961
$2K ﹤0.01%
7
+3
1962
$2K ﹤0.01%
153
-46
1963
$2K ﹤0.01%
11
-13
1964
$2K ﹤0.01%
28
-24
1965
$2K ﹤0.01%
200
+17
1966
$2K ﹤0.01%
200
1967
$2K ﹤0.01%
6
+2
1968
$2K ﹤0.01%
80
+10
1969
$2K ﹤0.01%
79
+38
1970
$2K ﹤0.01%
74
+63
1971
$2K ﹤0.01%
+125
1972
$2K ﹤0.01%
269
+54
1973
$2K ﹤0.01%
129
+97
1974
$2K ﹤0.01%
+183
1975
$2K ﹤0.01%
26
-9
77 78
79
80 81