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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
2701
$0 ﹤0.01%
+5
2702
$0 ﹤0.01%
41
2703
$0 ﹤0.01%
2
2704
$0 ﹤0.01%
3
-58
2705
– –
0
2706
– –
-637
2707
– –
-18
2708
$0 ﹤0.01%
12
-16
2709
$0 ﹤0.01%
+7
2710
$0 ﹤0.01%
+85
2711
$0 ﹤0.01%
+5
2712
$0 ﹤0.01%
+73
2713
$0 ﹤0.01%
+11
2714
– –
-85
2715
$0 ﹤0.01%
1
2716
$0 ﹤0.01%
8
2717
$0 ﹤0.01%
3
-4
2718
– –
-1,000
2719
$0 ﹤0.01%
+11
2720
– –
0
2721
– –
-500
2722
– –
-500
2723
$0 ﹤0.01%
3
2724
$0 ﹤0.01%
4
2725
– –
-19
107 108
109
110 111