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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
2601
– –
-98
2602
$0 ﹤0.01%
5
-5
2603
– –
-20
2604
$0 ﹤0.01%
14
-12
2605
$0 ﹤0.01%
1
2606
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-95
2607
– –
-35
2608
$0 ﹤0.01%
3
-20
2609
$0 ﹤0.01%
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2610
$0 ﹤0.01%
15
-54
2611
– –
0
2612
– –
-7
2613
$0 ﹤0.01%
31
-74
2614
$0 ﹤0.01%
450
2615
$0 ﹤0.01%
+11
2616
$0 ﹤0.01%
18
2617
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-37
2618
$0 ﹤0.01%
1
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2619
$0 ﹤0.01%
+152
2620
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2621
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-118
2622
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0
2623
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-20
2624
$0 ﹤0.01%
+6
2625
$0 ﹤0.01%
15
103 104
105
106 107