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
1976
$2K ﹤0.01%
215
+81
1977
$2K ﹤0.01%
703
+539
1978
$2K ﹤0.01%
+10
1979
$2K ﹤0.01%
+128
1980
$2K ﹤0.01%
23
+9
1981
$2K ﹤0.01%
+51
1982
$2K ﹤0.01%
+64
1983
$2K ﹤0.01%
26
1984
$2K ﹤0.01%
46
+37
1985
$2K ﹤0.01%
125
+9
1986
$2K ﹤0.01%
55
1987
$2K ﹤0.01%
142
+25
1988
$2K ﹤0.01%
9
-28
1989
$2K ﹤0.01%
+44
1990
$2K ﹤0.01%
10
-11
1991
$2K ﹤0.01%
54
-91
1992
$2K ﹤0.01%
40
1993
$2K ﹤0.01%
+565
1994
$2K ﹤0.01%
130
-37
1995
$2K ﹤0.01%
245
1996
$2K ﹤0.01%
50
-15
1997
$2K ﹤0.01%
87
+45
1998
$2K ﹤0.01%
52
+11
1999
$2K ﹤0.01%
+313
2000
$2K ﹤0.01%
53
-3
78 79
80
81 82