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
2051
$2K ﹤0.01%
48
2052
$2K ﹤0.01%
18
2053
$2K ﹤0.01%
22
+5
2054
$2K ﹤0.01%
+28
2055
$2K ﹤0.01%
44
2056
$2K ﹤0.01%
3
+1
2057
$2K ﹤0.01%
93
2058
$2K ﹤0.01%
237
-213
2059
$2K ﹤0.01%
83
2060
$2K ﹤0.01%
+139
2061
$2K ﹤0.01%
224
+20
2062
$2K ﹤0.01%
46
-48
2063
$2K ﹤0.01%
100
-1,089
2064
$2K ﹤0.01%
+63
2065
$2K ﹤0.01%
13
-13
2066
$2K ﹤0.01%
+63
2067
$2K ﹤0.01%
70
+62
2068
$2K ﹤0.01%
57
2069
$2K ﹤0.01%
11
-4
2070
$2K ﹤0.01%
+95
2071
$2K ﹤0.01%
163
+126
2072
$2K ﹤0.01%
423
2073
$2K ﹤0.01%
60
+10
2074
$2K ﹤0.01%
84
+28
2075
$2K ﹤0.01%
+131
81 82
83
84 85