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
1701
$4K ﹤0.01%
67
+54
1702
$4K ﹤0.01%
187
+157
1703
$4K ﹤0.01%
71
+3
1704
$4K ﹤0.01%
192
-11
1705
$4K ﹤0.01%
64
-10
1706
$4K ﹤0.01%
605
-128
1707
$4K ﹤0.01%
96
+30
1708
$4K ﹤0.01%
310
-2,587
1709
$4K ﹤0.01%
1,718
+1,147
1710
$4K ﹤0.01%
174
-5
1711
$4K ﹤0.01%
135
-707
1712
$4K ﹤0.01%
288
+157
1713
$4K ﹤0.01%
59
+11
1714
$4K ﹤0.01%
104
-96
1715
$4K ﹤0.01%
160
1716
$4K ﹤0.01%
40
+31
1717
$4K ﹤0.01%
496
-216
1718
$4K ﹤0.01%
297
+241
1719
$4K ﹤0.01%
151
+88
1720
$4K ﹤0.01%
81
+46
1721
$4K ﹤0.01%
17
-2
1722
$4K ﹤0.01%
200
+170
1723
$4K ﹤0.01%
109
-6
1724
$4K ﹤0.01%
+149
1725
$4K ﹤0.01%
+1,000
67 68
69
70 71