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
2151
$1K ﹤0.01%
34
+15
2152
$1K ﹤0.01%
+103
2153
$1K ﹤0.01%
434
+388
2154
$1K ﹤0.01%
+113
2155
$1K ﹤0.01%
+72
2156
$1K ﹤0.01%
146
+6
2157
$1K ﹤0.01%
32
-195
2158
$1K ﹤0.01%
+500
2159
$1K ﹤0.01%
128
+127
2160
$1K ﹤0.01%
95
2161
$1K ﹤0.01%
+20
2162
$1K ﹤0.01%
+10
2163
$1K ﹤0.01%
22
-5
2164
$1K ﹤0.01%
12
-7
2165
$1K ﹤0.01%
14
-68
2166
$1K ﹤0.01%
+132
2167
$1K ﹤0.01%
20
-52
2168
$1K ﹤0.01%
12
+3
2169
$1K ﹤0.01%
72
-116
2170
$1K ﹤0.01%
+92
2171
$1K ﹤0.01%
+21
2172
$1K ﹤0.01%
11
2173
$1K ﹤0.01%
+16
2174
$1K ﹤0.01%
10
-29
2175
$1K ﹤0.01%
+6
85 86
87
88 89