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
2401
$1K ﹤0.01%
15
+9
2402
$1K ﹤0.01%
198
+139
2403
$1K ﹤0.01%
28
+8
2404
$1K ﹤0.01%
17
-1
2405
$1K ﹤0.01%
+45
2406
$1K ﹤0.01%
+12
2407
$1K ﹤0.01%
106
+91
2408
$1K ﹤0.01%
264
-176
2409
$1K ﹤0.01%
29
-118
2410
$1K ﹤0.01%
+140
2411
$1K ﹤0.01%
22
+5
2412
$1K ﹤0.01%
13
-73
2413
$1K ﹤0.01%
29
2414
$1K ﹤0.01%
293
-242
2415
$1K ﹤0.01%
84
2416
$1K ﹤0.01%
25
2417
$1K ﹤0.01%
36
-18
2418
$1K ﹤0.01%
+114
2419
$1K ﹤0.01%
24
2420
$1K ﹤0.01%
17
-7
2421
$1K ﹤0.01%
+4
2422
$1K ﹤0.01%
123
2423
$1K ﹤0.01%
+14
2424
$1K ﹤0.01%
20
2425
$1K ﹤0.01%
129
-63
95 96
97
98 99