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
176
$403K 0.07%
49,251
+1,500
177
$399K 0.07%
1,853
+93
178
$398K 0.07%
4,380
+529
179
$397K 0.07%
2,915
180
$382K 0.06%
1,903
-77
181
$379K 0.06%
2,077
-50
182
$377K 0.06%
7,750
-1,830
183
$376K 0.06%
2,163
-200
184
$375K 0.06%
10,518
-329
185
$375K 0.06%
10,389
+3,527
186
$374K 0.06%
4,035
+3,531
187
$374K 0.06%
5,288
+96
188
$371K 0.06%
4,171
+3,093
189
$369K 0.06%
33,116
-4,600
190
$369K 0.06%
3,622
191
$366K 0.06%
6,591
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192
$364K 0.06%
5,330
-3,388
193
$363K 0.06%
+3,300
194
$362K 0.06%
11,043
+7,369
195
$355K 0.06%
1,808
+233
196
$355K 0.06%
3,735
+2,997
197
$353K 0.06%
1,826
+147
198
$352K 0.06%
3,381
+291
199
$351K 0.06%
6,864
+405
200
$346K 0.06%
3,052
+4
6 7
8
9 10