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
1551
$5K ﹤0.01%
163
+140
1552
$5K ﹤0.01%
192
+19
1553
$5K ﹤0.01%
659
+377
1554
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127
+63
1555
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+172
1556
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608
+237
1557
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364
+173
1558
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130
-56
1559
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54
-48
1560
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120
+75
1561
$5K ﹤0.01%
43
-17
1562
$5K ﹤0.01%
348
+312
1563
$5K ﹤0.01%
+139
1564
$5K ﹤0.01%
129
+38
1565
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189
1566
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60
1567
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50
+4
1568
$5K ﹤0.01%
73
-4
1569
$5K ﹤0.01%
579
-736
1570
$5K ﹤0.01%
83
+40
1571
$5K ﹤0.01%
506
1572
$5K ﹤0.01%
633
+35
1573
$5K ﹤0.01%
162
+14
1574
$5K ﹤0.01%
470
+250
1575
$5K ﹤0.01%
61
-6
61 62
63
64 65