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
2126
$1K ﹤0.01%
44
+19
2127
$1K ﹤0.01%
5
+1
2128
$1K ﹤0.01%
+28
2129
$1K ﹤0.01%
+11
2130
$1K ﹤0.01%
59
+8
2131
$1K ﹤0.01%
+33
2132
$1K ﹤0.01%
31
+25
2133
$1K ﹤0.01%
14
+13
2134
$1K ﹤0.01%
94
+32
2135
$1K ﹤0.01%
15
2136
$1K ﹤0.01%
+25
2137
$1K ﹤0.01%
+10
2138
$1K ﹤0.01%
+39
2139
$1K ﹤0.01%
37
-32
2140
$1K ﹤0.01%
100
2141
$1K ﹤0.01%
+80
2142
$1K ﹤0.01%
+221
2143
$1K ﹤0.01%
49
+24
2144
$1K ﹤0.01%
+23
2145
$1K ﹤0.01%
310
2146
$1K ﹤0.01%
156
2147
$1K ﹤0.01%
93
-276
2148
$1K ﹤0.01%
37
-24
2149
$1K ﹤0.01%
93
-134
2150
$1K ﹤0.01%
90
-50
84 85
86
87 88