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
2076
$2K ﹤0.01%
67
+33
2077
$2K ﹤0.01%
224
+124
2078
$2K ﹤0.01%
31
+5
2079
$2K ﹤0.01%
39
-36
2080
$2K ﹤0.01%
129
-352
2081
$2K ﹤0.01%
+158
2082
$2K ﹤0.01%
22
-17
2083
$2K ﹤0.01%
63
2084
$2K ﹤0.01%
150
+130
2085
$2K ﹤0.01%
42
-88
2086
$2K ﹤0.01%
129
-12
2087
$2K ﹤0.01%
95
+22
2088
$2K ﹤0.01%
99
-59
2089
$2K ﹤0.01%
+44
2090
$2K ﹤0.01%
107
2091
$2K ﹤0.01%
76
2092
$2K ﹤0.01%
39
2093
$2K ﹤0.01%
26
+17
2094
$2K ﹤0.01%
208
+167
2095
$2K ﹤0.01%
+69
2096
$2K ﹤0.01%
6
+4
2097
$2K ﹤0.01%
31
+21
2098
$2K ﹤0.01%
+50
2099
$2K ﹤0.01%
500
2100
$2K ﹤0.01%
15
+11
82 83
84
85 86