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
1801
$3K ﹤0.01%
212
1802
$3K ﹤0.01%
80
-26
1803
$3K ﹤0.01%
147
-131
1804
$3K ﹤0.01%
642
+476
1805
$3K ﹤0.01%
82
+61
1806
$3K ﹤0.01%
68
+50
1807
$3K ﹤0.01%
471
+412
1808
$3K ﹤0.01%
88
-37
1809
$3K ﹤0.01%
88
1810
$3K ﹤0.01%
223
+88
1811
$3K ﹤0.01%
+327
1812
$3K ﹤0.01%
52
+15
1813
$3K ﹤0.01%
205
+59
1814
$3K ﹤0.01%
197
+157
1815
$3K ﹤0.01%
22
-29
1816
$3K ﹤0.01%
102
-62,675
1817
$3K ﹤0.01%
46
1818
$3K ﹤0.01%
14
-15
1819
$3K ﹤0.01%
48
+19
1820
$3K ﹤0.01%
34
+1
1821
$3K ﹤0.01%
121
+13
1822
$3K ﹤0.01%
308
-126
1823
$3K ﹤0.01%
166
-42
1824
$3K ﹤0.01%
258
1825
$3K ﹤0.01%
144
+115
71 72
73
74 75