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
+$23.6M
2
+$11.8M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.05M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$1.9M

Top Sells

1
+$2.38M
2
+$1.84M
3
+$1.69M
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
626
$54K 0.01%
776
+159
627
$54K 0.01%
2,749
+11
628
$54K 0.01%
2,113
-432
629
$54K 0.01%
373
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630
$53K 0.01%
6,450
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631
$53K 0.01%
732
-12
632
$53K 0.01%
1,076
-30
633
$53K 0.01%
26,179
-1,594
634
$53K 0.01%
4,998
+4,214
635
$53K 0.01%
19,886
+3,886
636
$53K 0.01%
12,343
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637
$52K 0.01%
+190
638
$52K 0.01%
994
-47
639
$52K 0.01%
2,390
+175
640
$52K 0.01%
1,178
-25
641
$52K 0.01%
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644
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646
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2,031
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647
$51K 0.01%
926
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648
$51K 0.01%
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649
$51K 0.01%
3,600
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650
$51K 0.01%
2,000
24 25
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