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
1901
$2K ﹤0.01%
35
+28
1902
$2K ﹤0.01%
639
+516
1903
$2K ﹤0.01%
+128
1904
$2K ﹤0.01%
+1,056
1905
$2K ﹤0.01%
204
-212
1906
$2K ﹤0.01%
+330
1907
$2K ﹤0.01%
185
+21
1908
$2K ﹤0.01%
+51
1909
$2K ﹤0.01%
423
1910
$2K ﹤0.01%
60
+10
1911
$2K ﹤0.01%
84
+28
1912
$2K ﹤0.01%
+131
1913
$2K ﹤0.01%
224
+124
1914
$2K ﹤0.01%
31
+5
1915
$2K ﹤0.01%
39
-36
1916
$2K ﹤0.01%
9
-23
1917
$2K ﹤0.01%
+158
1918
$2K ﹤0.01%
22
-17
1919
$2K ﹤0.01%
63
1920
$2K ﹤0.01%
200
+17
1921
$2K ﹤0.01%
129
-12
1922
$2K ﹤0.01%
107
1923
$2K ﹤0.01%
54
+24
1924
$2K ﹤0.01%
125
-139
1925
$2K ﹤0.01%
142
+16
75 76
77
78 79