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
2301
$1K ﹤0.01%
+19
2302
$1K ﹤0.01%
46
2303
$1K ﹤0.01%
+347
2304
$1K ﹤0.01%
25
2305
$1K ﹤0.01%
+41
2306
$1K ﹤0.01%
18
+8
2307
$1K ﹤0.01%
8
+5
2308
$1K ﹤0.01%
125
+85
2309
$1K ﹤0.01%
+58
2310
$1K ﹤0.01%
17
+1
2311
$1K ﹤0.01%
+13
2312
$1K ﹤0.01%
124
2313
$1K ﹤0.01%
39
-101
2314
$1K ﹤0.01%
10
2315
$1K ﹤0.01%
53
-83
2316
$1K ﹤0.01%
27
-82
2317
$1K ﹤0.01%
+12
2318
$1K ﹤0.01%
21
2319
$1K ﹤0.01%
+34
2320
$1K ﹤0.01%
402
+114
2321
$1K ﹤0.01%
28
2322
$1K ﹤0.01%
8
-33
2323
$1K ﹤0.01%
+25
2324
$1K ﹤0.01%
2
-2
2325
$1K ﹤0.01%
+32
91 92
93
94 95