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
1901
$2K ﹤0.01%
+51
1902
$2K ﹤0.01%
+64
1903
$2K ﹤0.01%
100
-1,089
1904
$2K ﹤0.01%
+63
1905
$2K ﹤0.01%
13
-13
1906
$2K ﹤0.01%
+63
1907
$2K ﹤0.01%
70
+62
1908
$2K ﹤0.01%
57
1909
$2K ﹤0.01%
11
-4
1910
$2K ﹤0.01%
+95
1911
$2K ﹤0.01%
163
+126
1912
$2K ﹤0.01%
46
+5
1913
$2K ﹤0.01%
+20
1914
$2K ﹤0.01%
25
1915
$2K ﹤0.01%
139
+39
1916
$2K ﹤0.01%
42
-88
1917
$2K ﹤0.01%
7
+3
1918
$2K ﹤0.01%
153
-46
1919
$2K ﹤0.01%
11
-13
1920
$2K ﹤0.01%
26
1921
$2K ﹤0.01%
46
+37
1922
$2K ﹤0.01%
125
+9
1923
$2K ﹤0.01%
55
1924
$2K ﹤0.01%
76
1925
$2K ﹤0.01%
39
75 76
77
78 79