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
1976
$2K ﹤0.01%
50
-13
1977
$2K ﹤0.01%
576
-92
1978
$2K ﹤0.01%
350
1979
$2K ﹤0.01%
76
+7
1980
$2K ﹤0.01%
329
-638
1981
$2K ﹤0.01%
278
+136
1982
$2K ﹤0.01%
90
+2
1983
$2K ﹤0.01%
55
+15
1984
$2K ﹤0.01%
50
+23
1985
$2K ﹤0.01%
93
+24
1986
$2K ﹤0.01%
90
+74
1987
$2K ﹤0.01%
109
+48
1988
$2K ﹤0.01%
145
+67
1989
$2K ﹤0.01%
63
-51
1990
$2K ﹤0.01%
23
+9
1991
$2K ﹤0.01%
54
-91
1992
$2K ﹤0.01%
40
1993
$2K ﹤0.01%
+565
1994
$2K ﹤0.01%
703
+539
1995
$2K ﹤0.01%
42
+8
1996
$2K ﹤0.01%
70
+32
1997
$2K ﹤0.01%
+232
1998
$2K ﹤0.01%
78
+30
1999
$2K ﹤0.01%
170
+54
2000
$2K ﹤0.01%
556
+397
78 79
80
81 82