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
1251
$10K ﹤0.01%
200
+30
1252
$10K ﹤0.01%
75
+25
1253
$10K ﹤0.01%
253
+2
1254
$10K ﹤0.01%
145
+11
1255
$10K ﹤0.01%
53
+3
1256
$10K ﹤0.01%
276
+73
1257
$10K ﹤0.01%
562
+312
1258
$10K ﹤0.01%
104
+6
1259
$10K ﹤0.01%
240
+20
1260
$10K ﹤0.01%
404
-7
1261
$10K ﹤0.01%
152
-25
1262
$10K ﹤0.01%
381
1263
$10K ﹤0.01%
284
+244
1264
$10K ﹤0.01%
174
+18
1265
$10K ﹤0.01%
137
1266
$10K ﹤0.01%
491
+181
1267
$10K ﹤0.01%
487
+461
1268
$10K ﹤0.01%
141
+30
1269
$10K ﹤0.01%
225
+177
1270
$10K ﹤0.01%
245
+80
1271
$10K ﹤0.01%
318
+7
1272
$10K ﹤0.01%
467
+165
1273
$9K ﹤0.01%
1,454
-106
1274
$9K ﹤0.01%
149
-6
1275
$9K ﹤0.01%
133
49 50
51
52 53