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
1751
$3K ﹤0.01%
153
-8
1752
$3K ﹤0.01%
104
+88
1753
$3K ﹤0.01%
+506
1754
$3K ﹤0.01%
541
-1,653
1755
$3K ﹤0.01%
20
-9
1756
$3K ﹤0.01%
208
1757
$3K ﹤0.01%
79
1758
$3K ﹤0.01%
146
+76
1759
$3K ﹤0.01%
241
+110
1760
$3K ﹤0.01%
300
1761
$3K ﹤0.01%
153
-29
1762
$3K ﹤0.01%
23
-9
1763
$3K ﹤0.01%
+49
1764
$3K ﹤0.01%
333
-159
1765
$3K ﹤0.01%
+48
1766
$3K ﹤0.01%
84
-150
1767
$3K ﹤0.01%
142
-164
1768
$3K ﹤0.01%
9
+3
1769
$3K ﹤0.01%
169
+13
1770
$3K ﹤0.01%
822
+585
1771
$3K ﹤0.01%
229
1772
$3K ﹤0.01%
100
1773
$3K ﹤0.01%
31
+12
1774
$3K ﹤0.01%
453
-49
1775
$3K ﹤0.01%
98
+58
69 70
71
72 73