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
1926
$2K ﹤0.01%
26
+17
1927
$2K ﹤0.01%
208
+167
1928
$2K ﹤0.01%
+50
1929
$2K ﹤0.01%
500
1930
$2K ﹤0.01%
15
+11
1931
$2K ﹤0.01%
54
+24
1932
$2K ﹤0.01%
125
-139
1933
$2K ﹤0.01%
142
+16
1934
$2K ﹤0.01%
26
-64
1935
$2K ﹤0.01%
16
-14
1936
$2K ﹤0.01%
90
+55
1937
$2K ﹤0.01%
38
+6
1938
$2K ﹤0.01%
89
-49
1939
$2K ﹤0.01%
25
+8
1940
$2K ﹤0.01%
232
+182
1941
$2K ﹤0.01%
117
-459
1942
$2K ﹤0.01%
107
-122
1943
$2K ﹤0.01%
413
+38
1944
$2K ﹤0.01%
88
+57
1945
$2K ﹤0.01%
39
-40
1946
$2K ﹤0.01%
249
+143
1947
$2K ﹤0.01%
+191
1948
$2K ﹤0.01%
95
+13
1949
$2K ﹤0.01%
+209
1950
$2K ﹤0.01%
349
+111
76 77
78
79 80