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
2426
$1K ﹤0.01%
+28
2427
$1K ﹤0.01%
122
+42
2428
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+17
2429
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10
+4
2430
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108
2431
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20
-15
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178
-621
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41
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2434
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+88
2435
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+396
2436
$1K ﹤0.01%
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2437
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9
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2438
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+22
2439
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+27
2440
$1K ﹤0.01%
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2441
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28
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25
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74
+27
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3
-11
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+487
2447
$1K ﹤0.01%
23
-1
2448
$1K ﹤0.01%
20
+5
2449
$1K ﹤0.01%
+90
2450
$1K ﹤0.01%
27
-16
96 97
98
99 100