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
1751
$3K ﹤0.01%
186
-34
1752
$3K ﹤0.01%
212
1753
$3K ﹤0.01%
80
-26
1754
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147
-131
1755
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22
-29
1756
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102
-62,675
1757
$3K ﹤0.01%
46
1758
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14
-15
1759
$3K ﹤0.01%
48
+19
1760
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34
+1
1761
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121
+13
1762
$3K ﹤0.01%
308
-126
1763
$3K ﹤0.01%
166
-42
1764
$3K ﹤0.01%
258
1765
$3K ﹤0.01%
144
+115
1766
$3K ﹤0.01%
232
+198
1767
$3K ﹤0.01%
1,754
1768
$3K ﹤0.01%
274
-188
1769
$3K ﹤0.01%
502
-80
1770
$3K ﹤0.01%
15
+4
1771
$3K ﹤0.01%
699
+329
1772
$3K ﹤0.01%
93
+23
1773
$3K ﹤0.01%
58
-56
1774
$3K ﹤0.01%
100
-9
1775
$3K ﹤0.01%
95
69 70
71
72 73