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
2326
$1K ﹤0.01%
+15
2327
$1K ﹤0.01%
+11
2328
$1K ﹤0.01%
318
+139
2329
$1K ﹤0.01%
+84
2330
$1K ﹤0.01%
88
-1,990
2331
$1K ﹤0.01%
+8
2332
$1K ﹤0.01%
+7
2333
$1K ﹤0.01%
+7
2334
$1K ﹤0.01%
+25
2335
$1K ﹤0.01%
16
-11
2336
$1K ﹤0.01%
25
+8
2337
$1K ﹤0.01%
60
+23
2338
$1K ﹤0.01%
19
-36
2339
$1K ﹤0.01%
118
-193
2340
$1K ﹤0.01%
11
+5
2341
$1K ﹤0.01%
55
+23
2342
$1K ﹤0.01%
87
-494
2343
$1K ﹤0.01%
177
-216
2344
$1K ﹤0.01%
+26
2345
$1K ﹤0.01%
+12
2346
$1K ﹤0.01%
61
+12
2347
$1K ﹤0.01%
7
+3
2348
$1K ﹤0.01%
22
2349
$1K ﹤0.01%
58
-453
2350
$1K ﹤0.01%
22
+10
92 93
94
95 96