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LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
2,934
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$12.6M
3
+$3.4M
4
AAPL icon
Apple
AAPL
+$3.38M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$2.08M

Top Sells

1
+$3.57M
2
+$1.9M
3
+$1.84M
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 11.62%
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
2551
– –
0
2552
$0 ﹤0.01%
3
2553
– –
-4,000
2554
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0
2555
– –
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2556
$0 ﹤0.01%
97
-459
2557
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0
2558
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-5
2559
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-37
2560
$0 ﹤0.01%
16
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2561
$0 ﹤0.01%
+14
2562
$0 ﹤0.01%
+12
2563
– –
-953
2564
$0 ﹤0.01%
+13
2565
– –
-301
2566
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-68
2567
– –
-55
2568
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-14
2569
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-89
2570
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-119
2571
– –
-11
2572
$0 ﹤0.01%
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-8
2573
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-10
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$0 ﹤0.01%
10
2575
$0 ﹤0.01%
5
-31
101 102
103
104 105