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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
2876
$0 ﹤0.01%
+1
2877
$0 ﹤0.01%
+65
2878
$0 ﹤0.01%
+4,806
2879
$0 ﹤0.01%
65
2880
$0 ﹤0.01%
905
+739
2881
$0 ﹤0.01%
2
2882
$0 ﹤0.01%
+1
2883
– –
-1,210
2884
– –
-20
2885
– –
-210
2886
$0 ﹤0.01%
1
-94
2887
– –
0
2888
– –
-54
2889
$0 ﹤0.01%
2
+1
2890
$0 ﹤0.01%
6
-2
2891
– –
-20
2892
– –
0
2893
$0 ﹤0.01%
10
2894
– –
0
2895
– –
-22
2896
$0 ﹤0.01%
3
-6
2897
– –
-1,455
2898
$0 ﹤0.01%
+3
2899
$0 ﹤0.01%
+14
2900
$0 ﹤0.01%
+3
113 114 115
116
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