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
2026
$2K ﹤0.01%
+34
2027
$2K ﹤0.01%
37
-18
2028
$2K ﹤0.01%
80
+64
2029
$2K ﹤0.01%
56
+16
2030
$2K ﹤0.01%
165
-441
2031
$2K ﹤0.01%
+28
2032
$2K ﹤0.01%
+63
2033
$2K ﹤0.01%
+9
2034
$2K ﹤0.01%
29
+22
2035
$2K ﹤0.01%
+6
2036
$2K ﹤0.01%
227
2037
$2K ﹤0.01%
+161
2038
$2K ﹤0.01%
+87
2039
$2K ﹤0.01%
200
2040
$2K ﹤0.01%
17
+5
2041
$2K ﹤0.01%
73
+25
2042
$2K ﹤0.01%
185
+21
2043
$2K ﹤0.01%
58
+38
2044
$2K ﹤0.01%
14
-9
2045
$2K ﹤0.01%
124
2046
$2K ﹤0.01%
50
2047
$2K ﹤0.01%
+7
2048
$2K ﹤0.01%
+130
2049
$2K ﹤0.01%
84
+11
2050
$2K ﹤0.01%
68
80 81
82
83 84