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
1926
$2K ﹤0.01%
26
-64
1927
$2K ﹤0.01%
291
1928
$2K ﹤0.01%
20
+12
1929
$2K ﹤0.01%
118
+16
1930
$2K ﹤0.01%
32
+10
1931
$2K ﹤0.01%
+191
1932
$2K ﹤0.01%
95
+13
1933
$2K ﹤0.01%
+209
1934
$2K ﹤0.01%
349
+111
1935
$2K ﹤0.01%
205
+148
1936
$2K ﹤0.01%
54
1937
$2K ﹤0.01%
53
+49
1938
$2K ﹤0.01%
61
1939
$2K ﹤0.01%
24
-30
1940
$2K ﹤0.01%
+17
1941
$2K ﹤0.01%
186
+26
1942
$2K ﹤0.01%
189
1943
$2K ﹤0.01%
158
1944
$2K ﹤0.01%
212
+184
1945
$2K ﹤0.01%
+26
1946
$2K ﹤0.01%
125
+88
1947
$2K ﹤0.01%
52
+11
1948
$2K ﹤0.01%
+313
1949
$2K ﹤0.01%
53
-3
1950
$2K ﹤0.01%
+196
76 77
78
79 80