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
1101
$15K ﹤0.01%
163
-9
1102
$15K ﹤0.01%
1,281
+199
1103
$15K ﹤0.01%
281
+31
1104
$15K ﹤0.01%
313
-1,062
1105
$15K ﹤0.01%
723
1106
$15K ﹤0.01%
127
+6
1107
$15K ﹤0.01%
120
1108
$15K ﹤0.01%
345
+183
1109
$15K ﹤0.01%
1,029
+819
1110
$15K ﹤0.01%
1,102
+16
1111
$14K ﹤0.01%
1,242
-30
1112
$14K ﹤0.01%
607
+449
1113
$14K ﹤0.01%
344
+321
1114
$14K ﹤0.01%
+231
1115
$14K ﹤0.01%
90
1116
$14K ﹤0.01%
425
-27
1117
$14K ﹤0.01%
+1,080
1118
$14K ﹤0.01%
430
+155
1119
$14K ﹤0.01%
127
+34
1120
$14K ﹤0.01%
805
-2
1121
$14K ﹤0.01%
1,482
+17
1122
$14K ﹤0.01%
1,311
-6
1123
$14K ﹤0.01%
446
1124
$14K ﹤0.01%
+339
1125
$14K ﹤0.01%
103
+98
43 44
45
46 47