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
2026
$2K ﹤0.01%
161
2027
$2K ﹤0.01%
35
+28
2028
$2K ﹤0.01%
+1,056
2029
$2K ﹤0.01%
204
-212
2030
$2K ﹤0.01%
+330
2031
$2K ﹤0.01%
185
+21
2032
$2K ﹤0.01%
423
2033
$2K ﹤0.01%
60
+10
2034
$2K ﹤0.01%
84
+28
2035
$2K ﹤0.01%
+131
2036
$2K ﹤0.01%
224
+124
2037
$2K ﹤0.01%
31
+5
2038
$2K ﹤0.01%
39
-36
2039
$2K ﹤0.01%
9
-23
2040
$2K ﹤0.01%
+158
2041
$2K ﹤0.01%
22
-17
2042
$2K ﹤0.01%
63
2043
$2K ﹤0.01%
200
+17
2044
$2K ﹤0.01%
129
-12
2045
$2K ﹤0.01%
107
2046
$2K ﹤0.01%
291
2047
$2K ﹤0.01%
20
+12
2048
$2K ﹤0.01%
118
+16
2049
$2K ﹤0.01%
32
+10
2050
$2K ﹤0.01%
205
+148
80 81
82
83 84