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
726
$42K 0.01%
603
727
$42K 0.01%
1,075
-2,179
728
$42K 0.01%
376
-11
729
$41K 0.01%
2,368
+8
730
$41K 0.01%
2,929
+1,107
731
$41K 0.01%
544
+110
732
$41K 0.01%
8,104
733
$41K 0.01%
1,186
+9
734
$41K 0.01%
4,722
-656
735
$41K 0.01%
4,032
736
$40K 0.01%
2,000
737
$40K 0.01%
35
-2
738
$40K 0.01%
665
-2,181
739
$40K 0.01%
285
+248
740
$40K 0.01%
353
+25
741
$40K 0.01%
204
+16
742
$40K 0.01%
415
-15
743
$40K 0.01%
710
+110
744
$40K 0.01%
316
-6
745
$40K 0.01%
346
+108
746
$40K 0.01%
2,538
+81
747
$39K 0.01%
597
+33
748
$39K 0.01%
5,089
-455
749
$39K 0.01%
229
+73
750
$39K 0.01%
11,886
+242
28 29
30
31 32