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
2201
$1K ﹤0.01%
18
-11
2202
$1K ﹤0.01%
27
-63
2203
$1K ﹤0.01%
73
2204
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38
-78
2205
$1K ﹤0.01%
+12
2206
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+14
2207
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138
+55
2208
$1K ﹤0.01%
8
-26
2209
$1K ﹤0.01%
+85
2210
$1K ﹤0.01%
33
2211
$1K ﹤0.01%
+15
2212
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11
2213
$1K ﹤0.01%
10
+2
2214
$1K ﹤0.01%
91
-143
2215
$1K ﹤0.01%
11
+9
2216
$1K ﹤0.01%
14
-12
2217
$1K ﹤0.01%
+4
2218
$1K ﹤0.01%
5
-5
2219
$1K ﹤0.01%
126
-134
2220
$1K ﹤0.01%
157
-724
2221
$1K ﹤0.01%
+50
2222
$1K ﹤0.01%
94
-16
2223
$1K ﹤0.01%
14
+3
2224
$1K ﹤0.01%
114
+111
2225
$1K ﹤0.01%
+19
87 88
89
90 91