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
1951
$2K ﹤0.01%
265
-230
1952
$2K ﹤0.01%
178
+33
1953
$2K ﹤0.01%
+144
1954
$2K ﹤0.01%
+183
1955
$2K ﹤0.01%
26
-9
1956
$2K ﹤0.01%
142
+25
1957
$2K ﹤0.01%
9
-28
1958
$2K ﹤0.01%
+44
1959
$2K ﹤0.01%
269
+54
1960
$2K ﹤0.01%
129
+97
1961
$2K ﹤0.01%
215
+81
1962
$2K ﹤0.01%
+10
1963
$2K ﹤0.01%
106
-87
1964
$2K ﹤0.01%
77
1965
$2K ﹤0.01%
289
-942
1966
$2K ﹤0.01%
218
-8
1967
$2K ﹤0.01%
76
-3
1968
$2K ﹤0.01%
157
1969
$2K ﹤0.01%
269
+36
1970
$2K ﹤0.01%
24
+13
1971
$2K ﹤0.01%
56
+16
1972
$2K ﹤0.01%
84
+11
1973
$2K ﹤0.01%
44
1974
$2K ﹤0.01%
224
+20
1975
$2K ﹤0.01%
46
-48
77 78
79
80 81