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
501
$81K 0.01%
807
+533
502
$81K 0.01%
8,000
+1,500
503
$80K 0.01%
1,213
504
$80K 0.01%
2,400
-3,000
505
$79K 0.01%
1,316
+105
506
$79K 0.01%
+3,667
507
$79K 0.01%
3,464
-28
508
$79K 0.01%
6,800
509
$78K 0.01%
13,173
-11,120
510
$78K 0.01%
264
+22
511
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1,623
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512
$77K 0.01%
694
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513
$77K 0.01%
876
-13
514
$77K 0.01%
+1,580
515
$77K 0.01%
+1,610
516
$77K 0.01%
1,000
517
$76K 0.01%
548
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518
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727
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519
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520
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603
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521
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522
$76K 0.01%
966
523
$76K 0.01%
448
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524
$75K 0.01%
1,653
+331
525
$75K 0.01%
458
-14
19 20
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22 23