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
2351
$1K ﹤0.01%
6
-18
2352
$1K ﹤0.01%
364
+176
2353
$1K ﹤0.01%
75
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2354
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32
-2
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14
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24
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2357
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-1
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+54
2359
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25
-2
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33
+4
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2362
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541
-167
2363
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+100
2364
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420
2365
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61
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2366
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5
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35
+3
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6
-9
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11
-1
2370
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36
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2371
$1K ﹤0.01%
+16
2372
$1K ﹤0.01%
32
+1
2373
$1K ﹤0.01%
57
-34
2374
$1K ﹤0.01%
47
-20
2375
$1K ﹤0.01%
147
+20
93 94
95
96 97