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
2101
$2K ﹤0.01%
54
+24
2102
$2K ﹤0.01%
125
-139
2103
$2K ﹤0.01%
142
+16
2104
$2K ﹤0.01%
26
-64
2105
$2K ﹤0.01%
291
2106
$2K ﹤0.01%
16
-14
2107
$2K ﹤0.01%
90
+55
2108
$2K ﹤0.01%
38
+6
2109
$2K ﹤0.01%
89
-49
2110
$2K ﹤0.01%
25
+8
2111
$2K ﹤0.01%
232
+182
2112
$2K ﹤0.01%
117
-459
2113
$2K ﹤0.01%
107
-122
2114
$2K ﹤0.01%
20
+12
2115
$2K ﹤0.01%
118
+16
2116
$2K ﹤0.01%
32
+10
2117
$2K ﹤0.01%
413
+38
2118
$2K ﹤0.01%
88
+57
2119
$1K ﹤0.01%
+23
2120
$1K ﹤0.01%
36
+6
2121
$1K ﹤0.01%
65
+10
2122
$1K ﹤0.01%
24
+2
2123
$1K ﹤0.01%
120
-22
2124
$1K ﹤0.01%
+29
2125
$1K ﹤0.01%
26
-10
83 84
85
86 87