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
1526
$5K ﹤0.01%
144
-32
1527
$5K ﹤0.01%
550
1528
$5K ﹤0.01%
436
+326
1529
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275
+141
1530
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101
+8
1531
$5K ﹤0.01%
456
-208
1532
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+272
1533
$5K ﹤0.01%
52
-61
1534
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221
1535
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39
+17
1536
$5K ﹤0.01%
179
-47
1537
$5K ﹤0.01%
89
+7
1538
$5K ﹤0.01%
90
+8
1539
$5K ﹤0.01%
313
1540
$5K ﹤0.01%
170
-10
1541
$5K ﹤0.01%
332
+286
1542
$5K ﹤0.01%
2,900
-100
1543
$5K ﹤0.01%
93
+12
1544
$5K ﹤0.01%
154
-19
1545
$5K ﹤0.01%
282
+24
1546
$5K ﹤0.01%
570
-48
1547
$5K ﹤0.01%
229
-39
1548
$5K ﹤0.01%
+28
1549
$5K ﹤0.01%
+704
1550
$5K ﹤0.01%
390
60 61
62
63 64