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
2176
$1K ﹤0.01%
+49
2177
$1K ﹤0.01%
6
-17
2178
$1K ﹤0.01%
69
-26
2179
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63
-57
2180
$1K ﹤0.01%
+167
2181
$1K ﹤0.01%
+90
2182
$1K ﹤0.01%
17
-9,797
2183
$1K ﹤0.01%
17
-70
2184
$1K ﹤0.01%
30
-14
2185
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+83
2186
$1K ﹤0.01%
130
+56
2187
$1K ﹤0.01%
50
-34
2188
$1K ﹤0.01%
+40
2189
$1K ﹤0.01%
28
2190
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+18
2191
$1K ﹤0.01%
23
+10
2192
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28
2193
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+88
2194
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59
+9
2195
$1K ﹤0.01%
173
+72
2196
$1K ﹤0.01%
19
2197
$1K ﹤0.01%
64
-448
2198
$1K ﹤0.01%
+25
2199
$1K ﹤0.01%
+61
2200
$1K ﹤0.01%
21
-33
86 87
88
89 90