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
1976
$2K ﹤0.01%
67
+33
1977
$2K ﹤0.01%
123
1978
$2K ﹤0.01%
46
+5
1979
$2K ﹤0.01%
+20
1980
$2K ﹤0.01%
25
1981
$2K ﹤0.01%
150
+130
1982
$2K ﹤0.01%
6
+2
1983
$2K ﹤0.01%
80
+10
1984
$2K ﹤0.01%
79
+38
1985
$2K ﹤0.01%
248
+142
1986
$2K ﹤0.01%
45
-31
1987
$2K ﹤0.01%
164
-23
1988
$2K ﹤0.01%
70
+10
1989
$2K ﹤0.01%
+73
1990
$2K ﹤0.01%
50
-15
1991
$2K ﹤0.01%
74
+63
1992
$2K ﹤0.01%
+125
1993
$2K ﹤0.01%
87
+45
1994
$2K ﹤0.01%
83
-104
1995
$2K ﹤0.01%
104
-77
1996
$2K ﹤0.01%
96
1997
$2K ﹤0.01%
76
+70
1998
$2K ﹤0.01%
101
+67
1999
$2K ﹤0.01%
+34
2000
$2K ﹤0.01%
37
-18
78 79
80
81 82