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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
2751
$0 ﹤0.01%
4
2752
$0 ﹤0.01%
+32
2753
– –
-1
2754
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5
-7
2755
$0 ﹤0.01%
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2756
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-39
2757
$0 ﹤0.01%
1
2758
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-26
2759
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2760
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2761
– –
-928
2762
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-363
2763
– –
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2764
$0 ﹤0.01%
+3
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$0 ﹤0.01%
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2766
$0 ﹤0.01%
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2768
$0 ﹤0.01%
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2769
$0 ﹤0.01%
4
-4
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2771
$0 ﹤0.01%
4
2772
$0 ﹤0.01%
+7
2773
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-48
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– –
-602
2775
– –
-133
109 110
111
112 113